Q: My boyfriend and I have been married before and we’ve been very good friends for the last year. We have very different financial situations and are thinking about living together. Do you have some financial guidelines for us? – J .& F—California A: Before you begin your cohabitation, it’s worthwhile to have a frank [...]
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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 [...]
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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. [...]
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Estate planning is one of the most overlooked areas of personal financial management. It is estimated that over 120,000,000 Americans do not have up-to-date estate plans to protect themselves or their families in the event of sickness, accidents, or untimely death. This costs the affluent and middle classes wasted dollars and hours of emotional hardship [...]
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Q: A good friend of ours has some wealth and a young family. We are having a difficult time convincing him and his wife to create their wills. Can you provide us with some good reasoning for having a will? — S.M.R., Tennessee A: The death of a loved one or close friend is tragic enough [...]
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(401K) Management Adoption Planning Advisors - Dealing with Apartment Rentals Applying for a Loan Auto Acquisitions Auto Repairs & Warranties Bankruptcy Birth of a Child Budgeting Building a Home Business Planning Career Changes Careers Careers - First Job Careers -Relocation Cash Flow Management Process Cash Management - Finding More Money Changing Jobs Charitable Giving Cohabitation Planning Conflict Resolution Credit - Establishing & Maintaining Credit Cards Credit Repair Daycare Dealing with Death Dealing with Life's Catastrophes Dealing with Sudden Wealth Debt Management Divorce Planning Domestic Partners Drivers License, Accidents & Tickets Education Planning, Funding & Selecting Employment Benefits Management Entertainment Activities Estate - Administration Estate - Death in the family Estate - Documents Estate - Elder Care Estate - Inheritance Estate - Planned Giving Estate - Trusts Estate Planning 
A financial agenda before cohabitatingA guide to mortgagesAddressing parents’ elder-care issuesAlert: Third Week in October (October 15-21, 2012) is National Estate Planning Awareness WeekAn estate with no will can be a big mistakeAvoid having a health-care crisis ruin your financial plansBeneficiaries guide to estate administrationBenefits of naming your favorite charity as beneficiaryCharitable gifts come in many formsChoosing the right financial advisersCommon investment mistakes to avoidDealing with a funeralDealing with an inheritance can be challengingDealing with divorceDo you need a life insurance trust?Do’s & don’t for selecting your trusteeEstate planning for the divorced and divorcingEstate planning for unmarried couplesFinancial ABC’s for starting a familyFinancial blow of untimely death is eased by proper insurancesGetting married? Here’s a financial agenda for startersGuide for using trusts in your estate planHow would things be different if we’re married?Insurance issues for newlywedsIs it time to get your estate planning house in order?Should you serve as an executor or trustee?So, just what does a trustee do?Stocks, bonds, mutual funds: what do they mean?Structuring your employment benefits to benefit your new babyThe power of your spending planTitle holds the key to your propertyUnderstanding the process helps to close estateUpdating your estate plan after an inheritanceWhat’s an executor to do when there’s a death?When it’s wise to say ‘no’ to an inheritanceWho should be your life insurance beneficiary?Who should own your life insurance policy?Estate Planning & Administration - (All) Exposing Children to Finances Family Gifts Family Office Planning Filing Systems Financial Independence / Retirement (FIR™) Planning Financial Planning - LE Financial Planning System Getting Organized Graduation from College Graduation from High School Grandchildren Health Care Home - Lines of Credit Home - Second Home Office - Starting & Operating a Home Office Home Purchase Home Refinance Home Repairs & Remodeling IRA's Insurance Insurance - Buying Health, Dental, Vision & Other Healthcare Insurance Insurance - Buying Home Insurance Insurance - Dental Insurance - Disability Insurance - Life Insurance - Long Term Care Insurance - Medical Insurance - Medicare Insurance - Medicare Supplements Insurance - Medigap Insurance - Professional Errors & Omissions Insurance - Renters Insurance - Small Business Insurance - Social Security Insurance - Umbrella Insurance - Vehicle Insurance - Vision Insurance Planning Process Investing - Annuities Investing - Bonds Investing - Business Opportunities Investing - Commodities Investing - International Investing - Mutual Funds Investing - Notes & Deeds of Trust Investing - Post-Retirement Investing - Pre-Retirement Investing - Real Estate Investing - Stocks Investing in Stocks, Bonds, & Mutual Funds Investment Management Investment Planning Investment Selection Life's Catastrophes Long Term Care Planning Lottery Winning Major Expenditures Making Difficult Decisions Marriage Planning Men's Financial Issues Moving Parents Planned Giving Pooled Income Funds Probate Retirement Locations Retirement Plan Distributions Retiring - Getting Ready to Retire Salary Reduction Plans Self-Employment Shopping Smart Single Dad Single Mom Stock Options Tax Audits Tax Planning Tax Return Preparation Terminally Ill Trusts - Irrevocable Trusts Trusts - LE Trusts - Life Insurance Trusts - Living Trusts Vacation Planning Women's Financial Issues Working Abroad This 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. |
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