Budgeting Blog

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What Does It Mean to Be an Executor? What You Need to Know Before You Say Yes

What Does It Mean to Be an Executor? What You Need to Know Before You Say Yes

— Baddies and Budgets
Tagged: estate planning executor family finances financial planning personal finance probate will
Being named an executor is an honor, but it comes with real legal and financial responsibilities. Here is what you need to know before you say yes.
How to Pass Wealth to the Next Generation Without Giving It All to Taxes

How to Pass Wealth to the Next Generation Without Giving It All to Taxes

— Baddies and Budgets
Tagged: 529 building wealth estate planning generational wealth gift tax personal finance wealth transfer
You worked hard to build your wealth. Here is how to pass it to the next generation without losing a large portion to taxes.
The One Document Your Family Needs That Most People Never Write

The One Document Your Family Needs That Most People Never Write

— Baddies and Budgets
Tagged: estate planning family finances financial planning letter of instruction personal finance wealth building
A letter of instruction is the one document most people never write, and the one their family needs most. Here is what it is and how to create one today.
Should You Put Your Home in a Trust? Here Is What You Need to Know

Should You Put Your Home in a Trust? Here Is What You Need to Know

— Baddies and Budgets
Tagged: estate planning home ownership personal finance real estate trust wealth building
Putting your home in a trust can help your family avoid probate and protect your legacy. Here is what a trust is, how it works, and whether it is the right move for you.
The Real Cost of Probate (And Why You Probably Need a Trust)

The Real Cost of Probate (And Why You Probably Need a Trust)

— Baddies and Budgets
Tagged: budgeting estate planning family finances probate trusts wills

There is so much misinformation out here about wills and probate costs. Let us break it all the way down so you know exactly what it costs, what a will actually does, and how to protect your family starting today.

Your Midyear Estate Planning Checklist (Yes, You Need One Even Now)

— Baddies and Budgets
Tagged: beneficiary estate planning financial planning personal finance wealth building will
Estate planning is not just for the wealthy or the elderly. If you have money or people you love, you need a plan. Here is a simple midyear checklist to get yours in order.