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Moneymakers: Judy Bozeman, Financial Planner (Houston Chronicle)
Since founding Woodway Financial Advisors 25 years ago, Judy Bozeman has seen it grow from a small financial planning firm to one that handles more than $1 billion in assets for 500 clients. In addition to offering financial planning advice, Woodway provides investment management and estate and trust administration services.
Financial Steps To Take After A Spouse's Death
Losing a loved one can be overwhelming, but here's what you need to do to keep your financial security.
⢠Tips In Making Quick Sale In Miami Real Estate (Turks.US)
How can one sell its home at Miami real estate? What are the things that one should do in order to make a fast sale? Selling a home in Miami real estate is not as simple as putting ‘home for sale’ at your yard.
Florida Bar Speakers Bureau Addresses Admiralty And Maritime Law And Estate Planning (Jacksonville Daily Record)
The Florida Bar Speakers Bureau provides volunteer attorney speakers for senior citizen, professional, civic, community, social and cultural organizations throughout Florida, at no cost to your organization.
Pay Death To Go Away
Five ways to turn your wealth into health.
You're Dead, Now What?
An estate plan will help your loved ones avoid delays, legal problems and uncertainty.
Organize Your Financial Life In 2007
While it's not all estate planning-related, here's my plan for organizing your financial life, one month at a time, in 2007. Most of these items shouldn't take more than an hour to do. JANUARY: Start the new year off right,...
Insuring The Future
Newlyweds need protection now more than ever.
What To Do After You Die (The Motley Fool Via Yahoo! News)
If you've made a will and taken estate planning issues into account while managing your money, you may think you're all set. After your departure, your surviving loved ones will be provided for, and they'll know exactly who's supposed to get what and where to find everything.
Grayson Approves New Subdivision (Galax Gazette)
INDEPENDENCE - A new subdivision will be built at Pine Mountain, after the Grayson County Planning Commission approved a plat submitted by Gary Ball for the Pine Mountain Estate Subdivision.
Estate Planning
Here are ten things you need to know about estate planning.
Taxes: Estate Planning
You can't take it with you, but you don't have to give it all to the government either.
Probate Act Project... And On To 2007
I've finally finished Step 1 of my probate project -- posting the Illinois Probate Act in its entirety on my website, here. Next up: 1. Putting interactive probate forms for Cook County up on my site. [expected completion date: 1/07]...
Estate Planning In The Digital Age
If you died, could anyone access your online accounts? Here's how to protect and pass on your digital assets.
Introduction To Powers Of Appointment, Part 1
One of the unfortunate aspects of estate planning is the terminology. There are lots of words and phrases that sound the same, which can be confusing to laypeople. For instance, there are living wills and Wills -- these are two...
This Blog Has Moved!
The Death and Taxes Blog has moved, and is now integrated into my website. Please click here to visit this blog at its new location. Note to subscribers: to continue to receive updates to this blog, you may need to...
Grandma's Got A Boyfriend, Now What?
The older you are, the more complicated your finances, especially if you're combining households.
ESTATE PLANNING Column: Irrevocable Really Means Irrevocable (The Times Of Northwest Indiana)
Q: I have a life insurance trust with a bank as trustee. I don't want the trust any more, but the bank told me they couldn't close the trust and give me back the policy. Why won't the bank let me close this trust and give me the policy? Why would my attorney let me sign a trust I couldn't change?
Solving Medicaid Assets Math (WallStreet Journal Via Yahoo! Finance)
Estate-planning experts say there are options for those who receive Medicaid assistance to pass on assets such as a home, through a trust, or preserve some income for a spouse in certain kinds of annuities.
You And Yours Blawg On Beneficiary Designations
I've been working on getting this blog transferred over to its soon-to-be new home, at www.jas-law.com, as well as trying my hand at some other types of writing, so posting will go down to 2-3 days a week for the...

 

 



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