Estate - When Friends And Family WANT Your Money
Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog CarnivalFew situations have a greater potential for problems as when dealing with money and relatives. If youve ever had a child ask you for a loan or a distant relative request money to start a business, then you know just how touchy these situations can be. Here are some real-life situations, along with some simple steps to help you safely navigate the tricky waters that result from mixing family and finances.
John and Sue were approached several years ago by their son, a recen (more…)
Estate - Surviving Your Estate
Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog CarnivalRecently I shared the heart-wrenching story of a young soldier who had to deal with the unexpected death of his mother. She didnt have her affairs in order and now her son has the extremely difficult task of recreating her financial details from scratch. Here are some simple steps you can take to ensure that your loved ones arent left in a lurch.
First thing you need to do is create a survivor file which will contain all of your important financial and personal informatio (more…)
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