Estate Planningaudio & video

Monday October 27, 2008 -More Money Mistakes: No Estate Plan

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27 Oct 2008

Monday October 27, 2008 -More Money Mistakes: No Estate Plan 

WBZ's Dee Lee stresses the importance of an estate plan.

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[0:19]..." So often people think Anthony estate planning just for the wealthy if you have some assets you've accumulated such as your home -- retirement accounts or give children. You "...

[2:14]..." health care proxy and name someone to make medical decisions for you. Estate planning is not just for the very wealthy everyone needs an estate plan in place okay you need reminders check the website wbz1030.com. "...

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2:29

Thursday October 23, 2008 - Money Mistakes: Investing is not Financial Planning

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23 Oct 2008

Thursday October 23, 2008 - Money Mistakes: Investing is not Financial Planning 

WBZ's Dee Lee stresses the importance of financial planning.

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[1:22]..." know college planning but their other things to tax planning insurance planning estate planning are all part of the big picture. And certainly people have let those go by the wayside because they think. I've got "...

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2:27

Thursday October 16, 2008 - Snowbirds: Protecting Your Estate

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16 Oct 2008

Thursday October 16, 2008 - Snowbirds: Protecting Your Estate 

WBZ's Dee Lee has some tax tips for you.

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[0:29]..." would be the most advantageous to Diane -- The federal exemption for estate planning the amount you can give away without incurring federal estate taxes for 2008 is two million. But you need to check the "...

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2:29

Thursday September 11, 2008 - Over the Hill Gang: Should the Kids Inherit It All

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11 Sep 2008

Thursday September 11, 2008 - Over the Hill Gang: Should the Kids Inherit It All 

WBZ's Dee Lee talks about inheritance money.

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[0:17]..." gang is -- mission statement all the membership -- an estate planning because you know. Dying is inevitable no one gets out of this world alive so every moment to go to heaven but "...

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2:44

Thursday August 28, 2008 - Catastrophe Planning: A Will There's a Way

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28 Aug 2008

Thursday August 28, 2008 - Catastrophe Planning: A Will There's a Way 

WBZ's Dee Lee talks about wills.

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[0:43]..." things said percent of parents with young children have not on the estate planning it could keep their children's -- something should happen to the parent -- Now the parents will naming a guardian for their "...

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2:30

Thursday August 14, 2008 - Same Sex Marriages: Estate Tax Planning

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14 Aug 2008

Thursday August 14, 2008 - Same Sex Marriages: Estate Tax Planning 

WBZ's Dee Lee talks about estate planning for same sex couples.

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2:30

Wednesday August 13, 2008 - Same Sex Marriages:

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13 Aug 2008

Thursday August 7, 2008 - Breaking Up: Second or Third Time Around

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7 Aug 2008

Thursday August 7, 2008 - Breaking Up: Second or Third Time Around 

WBZ's Dee Lee has financial advice for those married more than once.

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[1:11]..." you need to have an open a frank dialogue about money children estate planning. And a pre -- agreement. Cleanup agreement can provide affair and an equally for a couple to start a relationship Anthony specially "...

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2:30

Friday June 13, 2008 - Father's Day:

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13 Jun 2008

Friday June 13, 2008 - Father's Day: Estate Friday June 13, 2008 - Father's Day: Planning  

This is a really awkward subject to talk about for it involves someone dying!

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[0:16]..." family by the state planning. So ask your data -- on any estate planning he may think -- after his money. -- of you know but surely your not I'll start the discussion you know don't talk about anti of siblings meet with them discuss the matter explain to -- why it's important. Everyone needs estate planning need to do -- his company. Tell that you heard this financial planner on the radio he realized you needed to get "...

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2:28

Friday May 23, 2008 - Generation X:

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23 May 2008

Friday May 23, 2008 - Generation X: Estate Friday May 23, 2008 - Generation X: Planning  

The oldest Gen-Xers are celebrating their 43rd birthdays and the youngest are 25 and most of them have not done any estate planning .

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[0:18]..." year and the youngest just 25. And Melissa -- not on any estate planning Anthony and this is key because it's part of their financial plan. And they that they don't need it because they don't have many assets -- they're too young to be thinking about dying with all the advertising all the education going on you think that would number would be higher. The -- dying only happens to old people as a stumbling block when you're trying to get younger folks to think about estate planning. I would love to think that everyone can live to be ninety's but that's not going to happen I think the average "...

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2:24

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