Category Archives: Estate Planning

When Should I Consider Having a Trust?

Tweet At Financial Finesse, we are often asked this very basic question.  It seems simple enough.  A trust, by its purest definition, is a form of ownership.  You can own assets in your name alone, you can own assets with … Continue reading

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Posted in Estate Planning, Rebel | Tagged , , , , , | Leave a comment

I’m Thankful for…Estate Planning?

Tweet During Thanksgiving, many households (including mine) have a tradition of having each person at the table tell everyone what they are thankful for.  It’s in the spirit of this tradition that I’d like to share with you why I’m … Continue reading

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Estate Planning for the Young, Single, and Not So Rich

Tweet When we think of estate planning, we usually think of something that only older, wealthy people do.  After all, how many of us think of ourselves as even having an “estate” to plan?  The fact is that if you … Continue reading

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Posted in Estate Planning, The Maverick | Tagged , , , , , | Leave a comment

Estate Planning: Governor Brown Has Enough To Do

Tweet Around the water cooler at the office yesterday, I was congratulating one of my co-workers on her child’s second birthday.  It seems like yesterday when she was pregnant, went into labor a few weeks early at work and we … Continue reading

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The Joys of Moving

Tweet When was the last time you moved?  Were you amazed at the amount of “stuff” you have?  I am moving this weekend (from a five bedroom three bath home to a condo about half the size) and I am … Continue reading

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Posted in Estate Planning, Financial Wellness, Money Diva | Tagged , , , | Leave a comment

Why I Love My Whole Life Policy

Tweet Whole life insurance has a bad reputation.  It isn’t perfect but then again it wasn’t ever meant to be.  When used for the right purpose, however, it can fit perfectly into a financial plan when there is a need … Continue reading

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Posted in Estate Planning, Money Diva, Retirement Planning | Tagged , , , , , | Leave a comment

Even Minor Surgery Can Be Scary!!

Tweet I had a real life brush with “Estate Planning” recently when I had some minor surgery performed. One of the questions that came up during registration was “Have you contracted any hospital borne infections in the last 12 months?” … Continue reading

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Posted in Communicator, Estate Planning, Financial Planning | Tagged , , , , | Leave a comment

Should an Employee Buy Life Insurance with Their Retirement Plan?

Tweet I recently got a call from an employee who wanted to know if it made sense to use some of his retirement plan funds to purchase a life insurance policy.  My answer to him?  “Let’s walk through the pros … Continue reading

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Posted in Estate Planning, H.R. Guru, Retirement Planning | Tagged , , , , | Leave a comment

Get a Durable Power of Attorney for Your Parents – Unless Your Mom is Betty White

Tweet The problem is our parents aren’t as feisty and sharp as Betty White is but they think they are.  Betty who is 89 is still working and even signed on a show on NBC slated for the fall about … Continue reading

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Posted in Estate Planning, Money Diva | Tagged , , , , , | Leave a comment

Important Steps to Take When Preparing Your Estate Plan

Tweet In my last blog I told you about my neighbors Mr. and Mrs. P.  Fortunately for Mrs. P, her next door neighbor is a financial planner, so I’m able to help her during this time of transition.  That being … Continue reading

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