Q: We have just started looking for a new home and are baffled by mortgage options. What do you suggest? – J.P., Texas A: Mortgage rates can vary significantly, and by choosing too high a rate or for too long a term, you could end up overspending by tens of thousands of dollars over the [...]
Read more
Q: –– We just got transferred and are in the market for a new house, but are getting confused by all the mortgage options. Can you help us sort it all out? – J.P., California A: Getting the right mortgage “for you” is a vary important financial decision. By choosing poorly, you could end up [...]
Read more
Q: How do you deal with independent minded parents that are starting to experience difficulty in taking care of themselves? – K.T., South Carolina A: Addressing aging parents’ care is a very big challenge that’s facing many families today, especially as the baby boomers advance in years and as technology helps us to live longer. [...]
Read more
Q: We’re in our mid-50′s and both work for stable employers with good retirement plans. With the recent declines in the stock market, how do we figure out and manage our investment choices from here on out? – T.A. M., Ohio A: We all are facing very challenging times, not only with the performance of [...]
Read more
As a beneficiary of an estate, it’s in your interest to keep on top of what’s happening during a court probate or trust administration. Assets may come to you as a beneficiary either through a probate or outside of a probate. Probate is the court process by which a deceased person’s debts and taxes are [...]
Read more
Administration Disability & Illness Documents Elder Care Giving Inheritance Litigation National Estate Planning Awareness Week (3rd Week in October) Planning Trusts 
A guide to mortgagesA quick guide to mortgagesAddressing parents’ elder-care issuesAsset allocation is the keyBeneficiaries guide to estate administrationBenefits of naming your favorite charity as beneficiaryBuying a home improves with planningCommon investment mistakes to avoidCreating your emergency cash fundDealing with divorceDo FLPs and LLCs Right!Do you need a life insurance trust?Do your homework before buying a carDo’s & don’t for selecting your trusteeExposing kids to investingFinancial ABC’s for starting a familyGuide for using trusts in your estate planGuide to buying auto insuranceGuide to buying homeowners insuranceHome mortgage, which is best for you? Fixed or VariableHow to keep the “new car excitement” from costing you dearlyInsurance issues for newlywedsIs auto leasing right for you?Keep your financial eggs in several potsKeep your wedding under budgetMaking cash management easierMoney Manager System puts your financial house in orderNegotiating your home purchaseShould you serve as an executor or trustee?So, just what does a trustee do?Stocks, bonds, mutual funds: what do they mean?The power of your spending planTrust Distribution ChecklistUse a charitable remainder trust for additional incomeWhen it’s wise to say ‘no’ to an inheritanceYour beneficiary designation weighs more than your willThis website is brought to you by The NAEPC Education Foundation, working in partnership with the National Association of Estate Planners & Councils. Formed in 2005, The NAEPC Education Foundation provides information about the multi-disciplinary approach to estate planning for the public and holds educational conferences, seminars, forums, and meetings for practitioners. The National Association of Estate Planners & Councils is comprised of 230 estate planning councils and their 28,000 members across the country and administers the Accredited Estate Planner® designation to qualified professionals that support the team concept of estate planning. |
 |
