Plan Your Estate
()
Currently unavailable
Currently unavailable
About this ebook
Attorney Denis Clifford shows you how to:
The 13th edition is revised with the latest federal and state laws, including updated information about estate and gift taxes and new information about how recent changes in the law affect estate planning for same-sex spouses.
Denis Clifford
Denis Clifford, a graduate of Columbia Law School, where he was an editor of The Law Review, is a lawyer who specializes in estate planning. He is the author of many Nolo titles, including Quick and Legal Will Book, Make Your Own Living Trust and Plan Your Estate and coauthor of A Legal Guide for Lesbian and Gay Couples. He has been interviewed by such major media as The New York Times, Los Angeles Times, and Money Magazine.
Read more from Denis Clifford
Make Your Own Living Trust Rating: 4 out of 5 stars4/5Quick & Legal Will Book Rating: 3 out of 5 stars3/5Form a Partnership: The Legal Guide for Business Owners Rating: 0 out of 5 stars0 ratingsPlan Your Estate Rating: 0 out of 5 stars0 ratingsEstate Planning Basics Rating: 0 out of 5 stars0 ratings
Related to Plan Your Estate
Related ebooks
Be the Bank: "When the Bank Says No or Moves Too Slow" You Are the Bank! Rating: 0 out of 5 stars0 ratingsCalifornia Landlord's Law Book, The: Evictions Rating: 0 out of 5 stars0 ratingsCalifornia Landlord's Law Book, The: Rights & Responsibilities Rating: 0 out of 5 stars0 ratingsUK Law and Your Rights For Dummies Rating: 0 out of 5 stars0 ratingsLegal Protection: Affordable Options for Individuals, Families, and Small Businesses Ebook
Legal Protection: Affordable Options for Individuals, Families, and Small Businesses
byLéonie RosenstielRating: 0 out of 5 stars0 ratingsRepresent Yourself in Court: Prepare & Try a Winning Civil Case Rating: 0 out of 5 stars0 ratingsBuying U.S. Real Estate: The Proven and Reliable Guide for Canadians Rating: 0 out of 5 stars0 ratingsHow to Buy a House in California Rating: 4 out of 5 stars4/5Every Tenant's Legal Guide Rating: 0 out of 5 stars0 ratingsSmall Business Start-Up Kit for California, The Rating: 0 out of 5 stars0 ratingsHow To Profit From Your Divorce Rating: 0 out of 5 stars0 ratingsExecutor's Guide, The: Settling a Loved One's Estate or Trust Rating: 0 out of 5 stars0 ratingsFirst-Time Landlord: Your Guide to Renting out a Single-Family Home Rating: 4 out of 5 stars4/5Your Illinois Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for Illinois Residents Ebook
Your Illinois Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for Illinois Residents
byLinda AsharRating: 0 out of 5 stars0 ratingsLong-Term Care: How to Plan & Pay for It Rating: 4 out of 5 stars4/5Real Estate Investing 101: Best New Foreclosure Solutions, Top 10 Tips Rating: 0 out of 5 stars0 ratingsEstate Planning for Single Mothers: A comprehensive guide to protecting your children's future Ebook
Estate Planning for Single Mothers: A comprehensive guide to protecting your children's future
bySherley FlorivalRating: 0 out of 5 stars0 ratingsYour Washington Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for Washington Residents Ebook
Your Washington Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for Washington Residents
byLinda AsharRating: 0 out of 5 stars0 ratingsHow to Save Money on Legal Fees: Separation and Divorce Rating: 0 out of 5 stars0 ratingsEstate Planning Simplified: Your Family. Your Plan. Your Legacy. Rating: 0 out of 5 stars0 ratingsCreate Your Own Employee Handbook: A Legal & Practical Guide for Employers Rating: 4 out of 5 stars4/5How to Buy U.S. Real Estate with the Personal Property Purchase System: A Canadian Guide Ebook
How to Buy U.S. Real Estate with the Personal Property Purchase System: A Canadian Guide
byKimberley MarrRating: 0 out of 5 stars0 ratingsThe Complete Guide to Planning Your Estate in Indiana: A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes are Fulfilled for Indiana Residents Ebook
The Complete Guide to Planning Your Estate in Indiana: A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes are Fulfilled for Indiana Residents
byLinda AsharRating: 0 out of 5 stars0 ratingsCalifornia Tenants' Rights Rating: 0 out of 5 stars0 ratingsThe Little Book of Real Estate Investing in Canada Rating: 4 out of 5 stars4/5New Bankruptcy, The: Will It Work for You? Rating: 0 out of 5 stars0 ratingsTax Savvy for Small Business: A Complete Tax Strategy Guide Rating: 5 out of 5 stars5/5Living Together: A Legal Guide for Unmarried Couples Rating: 0 out of 5 stars0 ratingsDivorce in West Virginia: The Legal Process, Your Rights, and What to Expect Rating: 0 out of 5 stars0 ratingsYour Ohio Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for Ohio Residents Ebook
Your Ohio Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for Ohio Residents
byLinda AsharRating: 2 out of 5 stars2/5
Related podcast episodes
159: Do I REALLY Need a Trust?: In this episode, we’re talking about estate planning. As in wills, trusts and powers of attorney. I know, it’s not sexy, but it is important. Estate planning isn’t just something for people with a lot of money. It’s about making things as easy... Podcast episode
159: Do I REALLY Need a Trust?: In this episode, we’re talking about estate planning. As in wills, trusts and powers of attorney. I know, it’s not sexy, but it is important. Estate planning isn’t just something for people with a lot of money. It’s about making things as easy...
byLove, your Money - Wealth, Money, and Financial Advisor for Women0 ratings0% found this document usefulEp #75 - Diane Kennedy, President of US Tax Aid is the author of a number of best-selling real estate and tax books including: Real Estate Loopholes: Secrets of Successful Real Estate Investing (Rich Dad’s Advisors) with Robert Kiyosaki.: Diane Kennedy, President of US Tax Aid is the author of a number of best-selling real estate and tax books including: Real Estate Loopholes: Secrets of Successful Real Estate Investing (Rich Dad’s Advisors) with Robert Kiyosaki. Here’s some... Podcast episode
Ep #75 - Diane Kennedy, President of US Tax Aid is the author of a number of best-selling real estate and tax books including: Real Estate Loopholes: Secrets of Successful Real Estate Investing (Rich Dad’s Advisors) with Robert Kiyosaki.: Diane Kennedy, President of US Tax Aid is the author of a number of best-selling real estate and tax books including: Real Estate Loopholes: Secrets of Successful Real Estate Investing (Rich Dad’s Advisors) with Robert Kiyosaki. Here’s some...
byLifetime Cash Flow Through Real Estate Investing0 ratings0% found this document usefulMortgages: How to Find the Best Rates: is typically the biggest purchase couples make so you want to have your numbers line up with your goals and budget. Learn how you can find the best mortgage rates when you house hunt! Finding the Best Mortgages Rates Are you two getting... Podcast episode
Mortgages: How to Find the Best Rates: is typically the biggest purchase couples make so you want to have your numbers line up with your goals and budget. Learn how you can find the best mortgage rates when you house hunt! Finding the Best Mortgages Rates Are you two getting...
byCouple Money Podcast0 ratings0% found this document usefulHow to Rethink Real Estate as an Investment to Build Wealth: Think your home is an investment? For most people, it's not. Learn how to rethink real estate so you can build your wealth and become financially independent! Buying a house is usually the biggest purchase we make. Right now in the... Podcast episode
How to Rethink Real Estate as an Investment to Build Wealth: Think your home is an investment? For most people, it's not. Learn how to rethink real estate so you can build your wealth and become financially independent! Buying a house is usually the biggest purchase we make. Right now in the...
byCouple Money Podcast0 ratings0% found this document useful288: Rookie Reply: Tenant Red Flags and BEST Investor-Friendly Loans: Want a better rental property loan? You’ve probably tried talking to banks, brokers, and residential lenders about growing your real estate portfolio, only for them to hit back with W2, income, and credit score requirements. Is there a loan that gets around these conditions for those that are hard to fund? What if you have a rock-solid real estate deal but no nine-to-five income to show to a bank? Well, there’s one type of funding you’ve probably never heard of, and real estate investors nationwide are starting to take advantage of it. We’re back with another Rookie Reply as Ashley and Tony embark on an emotional journey down eviction lane, discussing what to do when bad tenants stay in your property and how to ensure it never happens again. But that’s not all; Ashley and Tony bring their tenant red flags that ANY landlord should know about when interviewing potential renters. They’ll also touch on subject to, selle Podcast episode
288: Rookie Reply: Tenant Red Flags and BEST Investor-Friendly Loans: Want a better rental property loan? You’ve probably tried talking to banks, brokers, and residential lenders about growing your real estate portfolio, only for them to hit back with W2, income, and credit score requirements. Is there a loan that gets around these conditions for those that are hard to fund? What if you have a rock-solid real estate deal but no nine-to-five income to show to a bank? Well, there’s one type of funding you’ve probably never heard of, and real estate investors nationwide are starting to take advantage of it. We’re back with another Rookie Reply as Ashley and Tony embark on an emotional journey down eviction lane, discussing what to do when bad tenants stay in your property and how to ensure it never happens again. But that’s not all; Ashley and Tony bring their tenant red flags that ANY landlord should know about when interviewing potential renters. They’ll also touch on subject to, selle
byReal Estate Rookie0 ratings0% found this document usefulDoes Your Real Estate Partnership Need a Lawyer? Podcast episode
Does Your Real Estate Partnership Need a Lawyer?
byReal Wealth Show: Real Estate Investing Podcast0 ratings0% found this document usefulWhen your mediation goes wrong and what to do next in your divorce, custody or property negotiations: Are you feeling drained and defeated the aftermath of a failed mediation or family dispute resolution? Listen to this episode to gain essential insights to guide you through the challenges that follow a family law mediation gone wrong. Key Takeaways: ... Podcast episode
When your mediation goes wrong and what to do next in your divorce, custody or property negotiations: Are you feeling drained and defeated the aftermath of a failed mediation or family dispute resolution? Listen to this episode to gain essential insights to guide you through the challenges that follow a family law mediation gone wrong. Key Takeaways: ...
byThe Divorce Course Podcast0 ratings0% found this document usefulWhat Happens In Property Settlement During Divorce?: Embarking on the journey of property settlement amid divorce or separation might seem overwhelming, but fret not – our latest podcast episode is your friendly guide through the process. Gain a comprehensive overview, enriched with expert insights... Podcast episode
What Happens In Property Settlement During Divorce?: Embarking on the journey of property settlement amid divorce or separation might seem overwhelming, but fret not – our latest podcast episode is your friendly guide through the process. Gain a comprehensive overview, enriched with expert insights...
byThe Divorce Course Podcast0 ratings0% found this document usefulThinking of buying a house? You NEED to listen to this first: NFM Lending- Get Approved for the Best Mortgage Podcast episode
Thinking of buying a house? You NEED to listen to this first: NFM Lending- Get Approved for the Best Mortgage
byChain of Wealth - Debt, Investing, Entrepreneurship, Wealth & More0 ratings0% found this document usefulSorting your property settlement in divorce: Part 2 Non financial & financial contributions during & after marriage.: If you are worried about what happens to your money after separation or divorce and how it will be split between your ex and yourself this episode is for you. We discuss non financial and financial contributions during the marriage and after... Podcast episode
Sorting your property settlement in divorce: Part 2 Non financial & financial contributions during & after marriage.: If you are worried about what happens to your money after separation or divorce and how it will be split between your ex and yourself this episode is for you. We discuss non financial and financial contributions during the marriage and after...
byThe Divorce Course Podcast0 ratings0% found this document useful212: Savers Are Losers. Debtors Are Winners.: #212: Really? Yes. I unpackage it all. In fact, these are the words of the Top-Selling Personal Finance Author Of All-Time, Robert Kiyosaki. *[Complete transcript far below - you can follow along]* Look, I have no savings account. I own no... Podcast episode
212: Savers Are Losers. Debtors Are Winners.: #212: Really? Yes. I unpackage it all. In fact, these are the words of the Top-Selling Personal Finance Author Of All-Time, Robert Kiyosaki. *[Complete transcript far below - you can follow along]* Look, I have no savings account. I own no...
byGet Rich Education0 ratings0% found this document usefulWhat You Need to Know About Rental Evictions and the Impact on the Economy | Shabana Baksh & Tendayi Kapfidze Podcast episode
What You Need to Know About Rental Evictions and the Impact on the Economy | Shabana Baksh & Tendayi Kapfidze
byEveryone's Talkin' Money | Personal Finance Tips To Stress Less and Live More0 ratings0% found this document useful198: Your Cash Flow, HELOCs | Real Estate Technology with Daren Blomquist: #198: The five ways real estate pays you, your monthly cash flow and using HELOCs are three listener questions that I answer today. Home inventory is so low that machine learning and artificial intelligence are being used to predict when someone is... Podcast episode
198: Your Cash Flow, HELOCs | Real Estate Technology with Daren Blomquist: #198: The five ways real estate pays you, your monthly cash flow and using HELOCs are three listener questions that I answer today. Home inventory is so low that machine learning and artificial intelligence are being used to predict when someone is...
byGet Rich Education0 ratings0% found this document useful218: Increase Your Cash Flow Instantly With Private Money Lending: #218: You can achieve 10.5% Cash-On-Cash Returns with debt investing. With Private Money Lending, you rent your money (not your property) to a borrower. Their real estate is your collateral. This way, you have greater passivity and stability than most... Podcast episode
218: Increase Your Cash Flow Instantly With Private Money Lending: #218: You can achieve 10.5% Cash-On-Cash Returns with debt investing. With Private Money Lending, you rent your money (not your property) to a borrower. Their real estate is your collateral. This way, you have greater passivity and stability than most...
byGet Rich Education0 ratings0% found this document usefulWriting for Your Legacy with Stan Miller 0 ratings0% found this document usefulREI091: International Real Estate w/ Christian Ross Podcast episode
REI091: International Real Estate w/ Christian Ross
byMillennial Investing - The Investor’s Podcast Network0 ratings0% found this document usefulGet Paid What You’re Worth with Alex Carter #649 0 ratings0% found this document useful5 Ways To Avoid An Expensive Divorce or Separation. Exploring the ways legal fees become unnecessarily higher and how to stop it.: Is your main divorce or de facto separation fear having a very expensive legal bill? Are you currently going through separation negotiations, mediation, property settlement or a child custody battle? In this episode we discuss the five most common and... Podcast episode
5 Ways To Avoid An Expensive Divorce or Separation. Exploring the ways legal fees become unnecessarily higher and how to stop it.: Is your main divorce or de facto separation fear having a very expensive legal bill? Are you currently going through separation negotiations, mediation, property settlement or a child custody battle? In this episode we discuss the five most common and...
byThe Divorce Course Podcast100%100% found this document useful401: The Post-Passing Plan: 3 Steps to Protect Your Family’s Financial Future: How important are beneficiary designations? What happens if you die without a will? What are intestate succession laws? Death is a subject that most people want to avoid, especially when it intersects with finances. Unfortunately, these are necessary questions to ask, as your legacy is at stake, and taking just a few hours to plan could save your family thousands of hours after you pass. When guest and long-time friend Renee received the call that her husband of nine years had passed unexpectedly, she was left to deal with not only her own grief but also the financial implications of her husband’s death. While the two had discussed death and finances on multiple occasions, little did they know that a common financial error would create a logistical nightmare—one that would lead to ongoing legal battles and fractured relationships. In today’s episode, Renee joins us to tell her story and stress the importan Podcast episode
401: The Post-Passing Plan: 3 Steps to Protect Your Family’s Financial Future: How important are beneficiary designations? What happens if you die without a will? What are intestate succession laws? Death is a subject that most people want to avoid, especially when it intersects with finances. Unfortunately, these are necessary questions to ask, as your legacy is at stake, and taking just a few hours to plan could save your family thousands of hours after you pass. When guest and long-time friend Renee received the call that her husband of nine years had passed unexpectedly, she was left to deal with not only her own grief but also the financial implications of her husband’s death. While the two had discussed death and finances on multiple occasions, little did they know that a common financial error would create a logistical nightmare—one that would lead to ongoing legal battles and fractured relationships. In today’s episode, Renee joins us to tell her story and stress the importan
byBiggerPockets Money Podcast0 ratings0% found this document usefulDIY Divorce Disclosure and Discovery, for property settlement & child support: You can’t negotiate a property settlement if you don’t know what the property pool is. You cannot find a fair and reasonable child support payment amount if people are not being honest about their property and income. But how do you... Podcast episode
DIY Divorce Disclosure and Discovery, for property settlement & child support: You can’t negotiate a property settlement if you don’t know what the property pool is. You cannot find a fair and reasonable child support payment amount if people are not being honest about their property and income. But how do you...
byThe Divorce Course Podcast0 ratings0% found this document usefulDivorce, Property Settlement , Court and Family Law frequently asked questions.: Episode 29 Divorce, Property Settlement , Court and Family Law frequently asked questions. for our free upcoming webinar on the 14th of September 2021 Summary: We cover commonly asked questions by answering “Claire’s”... Podcast episode
Divorce, Property Settlement , Court and Family Law frequently asked questions.: Episode 29 Divorce, Property Settlement , Court and Family Law frequently asked questions. for our free upcoming webinar on the 14th of September 2021 Summary: We cover commonly asked questions by answering “Claire’s”...
byThe Divorce Course Podcast0 ratings0% found this document usefulDeath and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81): On today's show, we are joined by Kim Melanson who is a local lawyer in Ottawa. The bulk of the conversation is spent on the particulars of drafting a will and the considerations that have to go into this process. Kim also reminds just how important... Podcast episode
Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81): On today's show, we are joined by Kim Melanson who is a local lawyer in Ottawa. The bulk of the conversation is spent on the particulars of drafting a will and the considerations that have to go into this process. Kim also reminds just how important...
byThe Rational Reminder Podcast0 ratings0% found this document useful045 House Hunting Dos & Don'ts - Kristina Wilson, Real Estate Council of Ontario (RECO): In this episode, I talk with Kristina Wilson from the Real Estate Council of Ontario (RECO) about the most important dos and don'ts when it comes to house hunting. Buying a home isn't as glamorous as all those home buying reality shows make it seem. It's Podcast episode
045 House Hunting Dos & Don'ts - Kristina Wilson, Real Estate Council of Ontario (RECO): In this episode, I talk with Kristina Wilson from the Real Estate Council of Ontario (RECO) about the most important dos and don'ts when it comes to house hunting. Buying a home isn't as glamorous as all those home buying reality shows make it seem. It's
byMore Money Podcast0 ratings0% found this document useful831: Seeing Greene: Depreciation 101 and When to Sell a Reliable Rental: “Should I sell my rental property in 2023?” If you own investment property, you’ve probably asked yourself this numerous times over the past ten months. Prices are high, inventory is low, and your appreciated property’s profits could be turned into even more rental units, making you wealthier over time. So, how do you know if selling and swapping is the best move to make? Or, if you do sell, could you be missing out on even more wild appreciation potential? Let’s find out! Welcome back to Seeing Greene, where your investor, agent, lender, big guy at the gym who helps you with your form, and mentor, David Greene, is here to answer your real estate investing questions. This time, we hear from a Canadian investor debating selling her pricey Toronto triplex for cash-flowing American real estate. Then, David shows you exactly where to find rental property leases, when pulling out equity may not be a good idea, what Podcast episode
831: Seeing Greene: Depreciation 101 and When to Sell a Reliable Rental: “Should I sell my rental property in 2023?” If you own investment property, you’ve probably asked yourself this numerous times over the past ten months. Prices are high, inventory is low, and your appreciated property’s profits could be turned into even more rental units, making you wealthier over time. So, how do you know if selling and swapping is the best move to make? Or, if you do sell, could you be missing out on even more wild appreciation potential? Let’s find out! Welcome back to Seeing Greene, where your investor, agent, lender, big guy at the gym who helps you with your form, and mentor, David Greene, is here to answer your real estate investing questions. This time, we hear from a Canadian investor debating selling her pricey Toronto triplex for cash-flowing American real estate. Then, David shows you exactly where to find rental property leases, when pulling out equity may not be a good idea, what
byBiggerPockets Real Estate Podcast0 ratings0% found this document usefulMastering Real Estate with Nick Yates: Insider Tips to Help You When Buying or Selling a Home: Have you been considering buying or selling a home but don’t know where to start? In this episode, we dive into the world of real estate with Nick Yates, one of San Diego's top realtors, who shares practical steps and insider insights to... Podcast episode
Mastering Real Estate with Nick Yates: Insider Tips to Help You When Buying or Selling a Home: Have you been considering buying or selling a home but don’t know where to start? In this episode, we dive into the world of real estate with Nick Yates, one of San Diego's top realtors, who shares practical steps and insider insights to...
byThe Manhood Experiment0 ratings0% found this document usefulGold Diggers in Divorce: Strategies to protect your assets from a non contributing ex.: Are You a Victim of One-Sided Marital Contributions? Did you find yourself doing all the work in your household, from taking care of the kids to being the primary breadwinner and paying all the bills? Have you shouldered the household burdens while... Podcast episode
Gold Diggers in Divorce: Strategies to protect your assets from a non contributing ex.: Are You a Victim of One-Sided Marital Contributions? Did you find yourself doing all the work in your household, from taking care of the kids to being the primary breadwinner and paying all the bills? Have you shouldered the household burdens while...
byThe Divorce Course Podcast0 ratings0% found this document usefulSLT 027: Organizing Important Documents & An Intro To Google Drive: Organizing Important Family Documents and an Intro to Google Drive Be sure to subscribe in iTunes and leave a review in the iTunes store! It helps others find the show! Thanks! Vanessa Topic: Organizing Important Family Documents I read somewhere, Podcast episode
SLT 027: Organizing Important Documents & An Intro To Google Drive: Organizing Important Family Documents and an Intro to Google Drive Be sure to subscribe in iTunes and leave a review in the iTunes store! It helps others find the show! Thanks! Vanessa Topic: Organizing Important Family Documents I read somewhere,
bySimple Life Together0 ratings0% found this document usefulHousing for Adults with Disabilities: Shared Living Solutions Podcast episode
Housing for Adults with Disabilities: Shared Living Solutions
byParenting Impossible – The Special Needs Survival Podcast0 ratings0% found this document usefulWhat to do if your ex wont let you see the children: Episode 19 Summary: Please note this is general advice only. Please always seek independent legal advice as everyone’s situation is different. We discuss the options for parents who are being denied access to their children. The steps... Podcast episode
What to do if your ex wont let you see the children: Episode 19 Summary: Please note this is general advice only. Please always seek independent legal advice as everyone’s situation is different. We discuss the options for parents who are being denied access to their children. The steps...
byThe Divorce Course Podcast100%100% found this document usefulUntangling your finances: your property settlement for divorce or separation explained.: Untangling your finances. Your property settlement explained. If you are looking to get separated or divorced but you have to untangle your finances and you are thinking “yikes. that is a big knot to untangle”, then this is the episode for... Podcast episode
Untangling your finances: your property settlement for divorce or separation explained.: Untangling your finances. Your property settlement explained. If you are looking to get separated or divorced but you have to untangle your finances and you are thinking “yikes. that is a big knot to untangle”, then this is the episode for...
byThe Divorce Course Podcast0 ratings0% found this document useful
Related articles
You Have a Will - Is It Time for an Estate Plan? KiplingerArticle
You Have a Will - Is It Time for an Estate Plan?
Jun 21, 2018
Most people have a will. But a simple will often doesn't cover some complex issues facing your heirs, which is why I recommend an estate plan. I work with doctors, accountants and other professionals, small-business owners and people getting ready to
3 min readA Step-by-Step Guide to Being an Executor KiplingerArticle
A Step-by-Step Guide to Being an Executor
May 12, 2020
4 min readWill Power FairladyArticle
Will Power
Feb 17, 2023
5 min readIt’s Time To Write Your Will Choice MagazineArticle
It’s Time To Write Your Will
Aug 26, 2022
IT’S NO secret that the task of writing a Will is one many people struggle to scratch off their to-do list. Other priorities get in the way – whether it is unexpected bills, the everchanging wardrobe for growing children and grandchildren, or anythin
3 min read10 Surprising (or Surprisingly Common) Estate Planning Mistakes KiplingerArticle
10 Surprising (or Surprisingly Common) Estate Planning Mistakes
Jun 1, 2018
When it comes to wills, as a financial planner, I've seen a lot of sad, unfortunate or just plain weird things happen over the years. Poor estate documents can lead to people accidentally cutting loved ones out of inheritances, paying big tax bills u
5 min readPODCAST: Estate-Planning Your Stuff with T. Eric Reich KiplingerArticle
PODCAST: Estate-Planning Your Stuff with T. Eric Reich
Apr 21, 2021
David Muhlbaum: When it comes to estate planning, money is usually front of mind. Makes sense, that's where decisions about wills, trusts and more can realize real tax savings. But it's stuff, tangible things like houses, china and collectibles that
17 min readGET YOUR WILL Sorted This Autumn Reader's Digest UKArticle
GET YOUR WILL Sorted This Autumn
Sep 19, 2023
4 min read6 Common Myths About Wills You South AfricaArticle
6 Common Myths About Wills
Feb 9, 2024
Send suggestions for topics and requests for info to yourmoney@you.co.za. We may answer your questions in this column but won’t reply personally. THERE are many misconceptions about wills – the main one is that drafting one is depressing and too much
3 min readWills Are Vital In Transferring Wealth To The Next Generation Saturday StarArticle
Wills Are Vital In Transferring Wealth To The Next Generation
Oct 24, 2020
IT IS a fact that most people fail to plan. One cannot help but wonder why people commit to a lifetime of creating wealth but do not take the time to draft a will to deal with their assets when they die. Wills play a vital role in transferring wealth
2 min readWills Are Vital In Transferring Wealth To The Next Generation Pretoria News WeekendArticle
Wills Are Vital In Transferring Wealth To The Next Generation
Oct 24, 2020
IT IS a fact that most people fail to plan. One cannot help but wonder why people commit to a lifetime of creating wealth but do not take the time to draft a will to deal with their assets when they die. Wills play a vital role in transferring wealth
2 min read6 Estate-Planning Mistakes Celebrities Made KiplingerArticle
6 Estate-Planning Mistakes Celebrities Made
Aug 31, 2018
5 min readExpert CONSUMER ADVICE Your HomeArticle
Expert CONSUMER ADVICE
Apr 28, 2020
It’s not something anyone likes to think about, but making a will is an important step towards securing your family’s future. There’s no need to wait until you’re older and it’s especially vital if you have a spouse, children and any valuable assets
2 min readWill You, Won’t You? Tatler Hong KongArticle
Will You, Won’t You?
Jul 4, 2022
5 min readWhat to Do When You’re the Executor KiplingerArticle
What to Do When You’re the Executor
Oct 29, 2021
At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate. The designation is both an honor and an obligation. Depending on the size of the estate and your relationship to the deceased, performing the
3 min readWhere There’s A Will... MoneyWeekArticle
Where There’s A Will...
Oct 27, 2023
2 min readFinancial Advice I Would Give My Younger Self – Planning for a Young Family KiplingerArticle
Financial Advice I Would Give My Younger Self – Planning for a Young Family
Aug 2, 2022
As a planning expert frequently on the lecture tour, I often get asked, “What else should we know?” I always look at the younger audience members and think – if only I knew this back when. That’s the motivation behind this expert series on planning
4 min readWhere There’s A Will... Woman's DayArticle
Where There’s A Will...
Apr 17, 2022
Death and money – they’re two subjects most people would prefer not to talk about. But you’ll need to face both to create a will, which is something nearly half of Australian adults haven’t done. While it isn’t a pleasant thing to think about, making
2 min readRespect Your Survivors By Creating a Will KiplingerArticle
Respect Your Survivors By Creating a Will
Oct 22, 2018
Iconic singer Aretha Franklin had it all: respect, talent, fame and fortune, but what she didn't have was a prepared estate. Reports indicate that the Queen of Soul didn't have a will or trust set up before her death from cancer in August. Now her fo
3 min readWills Are Vital In Transferring Wealth To The Next Generation Independent on SaturdayArticle
Wills Are Vital In Transferring Wealth To The Next Generation
Oct 24, 2020
IT IS a fact that most people fail to plan. One cannot help but wonder why people commit to a lifetime of creating wealth but do not take the time to draft a will to deal with their assets when they die. Wills play a vital role in transferring wealth
2 min read5 Financial Boxes You Should Check Before COVID-19 Strikes KiplingerArticle
5 Financial Boxes You Should Check Before COVID-19 Strikes
Apr 23, 2020
I'm not sure I've ever read, let alone written, a title so morbid. These are unprecedented times. The unfortunate reality is that, according to the CDC, the fatality rate of this virus is over 10% for those 85+, but the virus can be deadly no matte
4 min readPlan For The Best Money MagazineArticle
Plan For The Best
Oct 2, 2019
6 min readMoney Matters With Effie The Australian Women's WeeklyArticle
Money Matters With Effie
May 18, 2022
3 min readNo Children? Why You Still Need an Estate Plan KiplingerArticle
No Children? Why You Still Need an Estate Plan
Feb 11, 2019
Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming. Over the
3 min readThe Rewards of Investing Locally Dumbo FeatherArticle
The Rewards of Investing Locally
Jun 3, 2020
One of my favourite cartoons, by the wonderfully weird Gary Larson, is of a crisis clinic on fire, floating down a river, about to plunge over a waterfall. That’s what my life was like in 2008, the year I decided to divorce, start paying child suppor
4 min readWills Are Vital In Transferring Wealth To The Next Generation Weekend Argus SaturdayArticle
Wills Are Vital In Transferring Wealth To The Next Generation
Oct 24, 2020
IT IS a fact that most people fail to plan. One cannot help but wonder why people commit to a lifetime of creating wealth but do not take the time to draft a will to deal with their assets when they die. Wills play a vital role in transferring wealth
2 min readEstate Planning During the Pandemic KiplingerArticle
Estate Planning During the Pandemic
Oct 21, 2020
Kip Rupple, 62, of Muskego, Wis., plays guitar in a classic rock band on the weekends. He and his wife, Roni Kramer, 56, ride Harleys. They know how to have a good time, but they’ve lived enough to know when to take life seriously. Last year, Rupple
10 min readMake Your Will Easier To Execute You South AfricaArticle
Make Your Will Easier To Execute
Nov 17, 2023
5 min readThe Rise Of The DIY Divorce Woman's OwnArticle
The Rise Of The DIY Divorce
Feb 23, 2021
4 min readEase The Heartbreak Money MagazineArticle
Ease The Heartbreak
Oct 28, 2020
4 min readLiving Trusts: The Myths, the Benefits and the Rest KiplingerArticle
Living Trusts: The Myths, the Benefits and the Rest
Mar 23, 2022
Be aware of some misconceptions about living trusts: There are ways to reduce your federal and state estate taxes, but a living trust isn’t one of them. If your estate is large enough to potentially expose you to estate taxes, consult with an estate-
1 min read
Reviews for Plan Your Estate
0 ratings0 reviews