Tag Archives: estate planning
Are You Properly Insured?
Five steps to determine the right amount of coverage
Pushing a pencil to add up just how much life insurance you need isn’t easy.…
By James A. Anderson
August 31, 2009
Tags: estate planning, insurance, Metlife, New York State Insurance
Planning for the End
Four steps to take toward preparing a will
In the wake of the sudden death of Michael Jackson, his fans are likely questioning…
By Marcia Wade Talbert
July 20, 2009
Tags: estate planning, Money Management, will
9. I Will Guarantee My Wealth is Passed On To Future Generations Through Proper Insurance and Estate Planning
Let’s face it: Nobody lives forever. No matter how much you want to deny it,…
By Carolyn M. Brown
March 13, 2009
Tags: budget, estate planning, saving, Wealth For Life Principles, wealth-building
Can Blacks Build Wealth and Remain Charitable?
Study shows that affluent blacks make giving a priority
The Northern Trust Corp. questioned affluent blacks about their giving habits and published their findings…
By Marcia Wade Talbert
December 5, 2008
Tags: charitable giving, charity, estate planning, generational wealth, Investing, living will, Personal Finance
Not Just for Rockefellers
Six trusts to consider for your estate plan
You don’t have to be super rich, or even just rich, to set up a…
By Donald Jay Korn
March 27, 2008
Tags: estate planning
