Saturday - June 23, 2018
 

What Do I Put In a Living Trust?

September 22nd, 2012

What Do I Put In a Living Trust? By Liza Weiman Hanks NABBW’s Estate Planning Expert Dear Liza: I am trying to prepare a living trust on behalf of my father. He owns his home and vehicles outright and also has two bank accounts. I am the POD beneficiary of all of his accounts, as well as being a secondary signer on his checking and savings accounts. My confusion comes from not knowing what assets should be put in the living trust. Should it just be the home, since that has the highest value? Or should the cars and bank accounts also be included? Or can everything but the house be designated... Read More

Where Will Your Philanthropy Be In 2017?

September 22nd, 2012

Where Will Your Philanthropy Be In 2017? By Margaret May Damen, CFP, CLU, ChFC NABBW’s Philanthropy Expert “The difference between who you are now and who you are five years from now comes down to the people you meet and the books you read.” – Anonymous  Read More

Recovering Stolen Property in Probate

June 6th, 2012

Recovering Stolen Property in Probate By Liza Weiman Hanks NABBW’s Estate Planning Expert  Read More

Trust, Transparency Critical in Philanthropic Quest

June 6th, 2012

Trust, Transparency Critical in Philanthropic Quest By Margaret May Damen, CFP, CLU, ChFC NABBW’s Philanthropy Expert  Read More

Should Style As You Age Become Theatrical Costume?

June 5th, 2012

Should Style As You Age Become Theatrical Costume? By Sherrie Mathieson NABBW’s Fashion and Style Expert  Read More

Summer bags can be stylish,inexpensive, and eco-friendly…

July 8th, 2011

Summer bags can be stylish,inexpensive, and eco-friendly… By Sherrie Mathieson NABBW’s Fashion and Style Expert  Read More