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Posts Tagged ‘family member’

May 7th, 2009

Creating An Ethical Will

(Steven Zeller) - Life, and the joy of life, is stored in our memories, hopefully, until our last day on earth. The memories, great experiences and lessons of our past, we are so fond of and, within us, carry deep meaning and relevance. Many times, it would be to our wishes that we shared these things with our loved ones well into the future. The wonderful times we shared with our family members and our friends, the things we learned and the things and values that we so dearly hold, we would like to pass onto future generations.

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September 15th, 2008

Estate Planning

(Money Manager) - Some of us are planners and some of us are not. The phrase "make a plan" can make some us run for cover. At some point in our lives we will all need to make plans and provisions for our loved ones we will leave behind. Estate Planning is a critical tool to ensure our loved ones are taken care of once we are gone by making sure that our estate is disposed of in the manner we desire it to be.

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September 5th, 2008

529 College Savings

(Money Manager) - A 529 Plan is a way to save for college that provides special tax advantages not available through regular savings. These plans are named after Section 529 of the Internal Revenue Code which governs them.

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