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More on Estate Planning

Last week, in my New Year Goals post, I mentioned how in ’10 I wanted to get more exposure by guest posting among other approaches. I’m proud to tell you that I was invited to be a regular guest poster on the TurboTax blog, and my first guest post Estate Planning 101 was published this past Saturday. It offers an overview of three sub-categories, Will, Designated Beneficiaries, and Trusts. A good read to help you understand this process and give you the first steps to get your own plan in order.


I look forward to being a regular there as it seems a comfortable fit. Taxes play a major role in our finances, and by coincidence, it was TurboTax (then MacIntax) that I chose to use when I first filed my own return in 1985. I’ll continue to post a note here to let my readers know of any guest posts I author, as I hope you’ll read and comment.


  • Michael January 12, 2010, 12:51 pm

    Just came across your blog, and I really like it. I might be in my 30s but have been thinking a lot about estate planning lately. Will be following your blog going forward.

  • JOE January 12, 2010, 1:34 pm

    Never too young to think about these things! Thanks for visiting.

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