We recently set up a special needs trust for for a family member. It is an important part of planning for the future of a disabled individual and has large consequences if done incorrectly.
Special Needs Trust
Special needs trusts, or supplemental needs trusts, provide the means to care for a disabled child (or adult) after the parents or [...]

Posted December 5, 2007 in Insurance, Intermediate, Investing, Organization by Madison | 5 Comments

I’ve added four new personal finance sites to my links section. Check them out!
Blogging Away Debt
Consumerism Commentary
Moolanomy
Punny Money

Posted November 28, 2007 in Organization, Roundups by Madison | 2 Comments

As the end of the year approaches, it’s time to think about any last minute tax strategies. At the same time, I have a checklist of things to prepare for the upcoming year. It’s more efficient to do them at the same time as many of the strategies impact calculations for next year.

Posted November 21, 2007 in Intermediate, Organization, Taxes by Madison | 3 Comments