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Tuesday - October 4, 2022
 

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 The year 2017 seems like a long way off for most of us, but in the blink of an eye it will fly by. And judging by the rhetoric of the proverbial soothsayers, 2017 may well be a pivotal year for women and philanthropy. Today, and moving forward for the next 60 months, I encourage you to reflect on how the insights gathered from each... Read More

Recovering Stolen Property in Probate

June 6th, 2012

Recovering Stolen Property in Probate By Liza Weiman Hanks NABBW’s Estate Planning Expert Dear Liza: I have a sister who came into my father’s house after he passed away and took the only valuable item in the house. My grandmother gave it to my father over 30 years ago. It was in the house as long as I can remember. I strongly protested and requested for her to return it back to my father’s estate since. No positive response as to date. It has been now over 2 years and we are not on talking terms. I have just been appointed as the administrator of my father’s estate. What is the... 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 Country music diva, Kathy Mattea’s lyrics, “Standin’ knee deep in a river and dyin’ of thirst,” could well apply to the quagmire many people get into when they start their philanthropic quest. According to the National Center for Charitable Statistics (NCCS) there are more than 1.5 million not for-profit organizations in the United States. How does a caring and motivated person whose values are aligned with the causes they wish to impact chose the organizations... 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 Style is a language. If you want attention you might speak louder, or speak to shock. To get attention today (and yesterday), get noticed and reap affirmation of your existence in a crowded world where cell phones are most people\’s focal point–does it matter if it\’s positive or negative? Not really. Anything goes, because feeling invisible is a tough reality.The fact that as women get older the less likely they are to be noticed for their looks (certainly less by... 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 Vogue.com recently announced Ms Westwood\’s creative new bag line. “When Vivienne Westwood launched the Ethical Fashion Africa Project back in January 2010, the initiative’s line — created in collaboration with the International Trade Centre — offered up three shopper bags, handmade in Nairobi out of completely recycled materials, and sold out in a flash. The project was an inspiring challenge for the environmentally conscious Westwood, as her team was forced... Read More