Archive for September, 2007

Friday Finance Findings For September 21st

Posted on Fri, 21st September, 2007 by User ImageJeremy (1) Comment »

This week I want to introduce you to a few additional RSS feeds that you may be interested in. Since I also write about financial planning over at About.com, you can subscribe to a few additional feeds to get a double dose of finance reading. When I’m not posting here, I’m probably posting there, so […]

Poll: Do You Have a Will?

Posted on Thu, 20th September, 2007 by User ImageJeremy (11) Comments

With all of the discussion this week about estate planning, I wanted to do a poll regarding wills. It is a pretty straightforward question, but I broke it down into two categories: with or without children. As always, feel free to elaborate in the comments, and I’ll chime in after some time has passed to […]

Transferring Assets Upon Death With a Trust

Posted on Thu, 20th September, 2007 by User ImageJeremy (10) Comments

This week I have covered how the disposition of assets is handled by using a will and through contract and the operation of law. Finally, I want to briefly mention trusts. Since there are many different kinds of trusts and can be relatively complex, this is only a brief overview of what they are and […]

Transferring Assets Upon Death by Operation of Law or Contract

Posted on Wed, 19th September, 2007 by User ImageJeremy (5) Comments

Yesterday I provided an overview of how you can use a will to assist in transferring assets upon your death, but there are still other methods to consider. When you assign beneficiaries in your will, it is typically for items that don’t have a separate beneficiary on file or are not covered by operation of […]

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