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Financial Planning Information
Estate Planning
Introduction to Wills
Revocable Trusts
Power-of-Attorney
Living Wills, Health Care Proxies, and Advance Health Care Directives
The Probate Process
Planning With Retirement Benefits
Guidelines for Individual Executors and Trustees

The Lawyer's Role

Tax Changes From 2001
Banking with ING Direct

Welcome to WealthPlan101.com!

The purpose of WealthPlan101 is to provide basic answers to the most common questions about financial planning and taxes such as: the estate planning process, probate and administration of estates, transfer taxes and tax planning for your assets, and disability planning.

Money Matters

» Protect Yourself from Identity Theft
Imagine going to the grocery store and writing a check to pay for your purchases, only to have it turned down for lack of funds -- when you know that your most recent paycheck was just deposited. More...

» Financial Regret? Step Up to a Debt Reduction Challenge in 2006
Tax season is upon us, and if recent trends are any indication, almost half --approximately 45 percent -- of all U.S. taxpayers will file their own returns this year. More...

» Credit 101: What College Kid Should Know about Managing Money
There are a number of difficult conversations parents have with their children along the path to adulthood. One topic that parents rarely tackle is money management. More...

» Financial Advice that Will Help You Sleep Well at Night
Many Investors, in individual, trust and qualified accounts (IRAs, Roth IRAs, 401k, 403b, Educational Savings Accounts, etc.), would like to share in the return potential of a rising stock market without having their hard-earned dollars exposed to risk of a market downturn. More...

 

Financial Planning FAQs
Estate Planning
Children's Investment
Retirement Planning
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