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Wealth Protection Management Articles

Wealth Protection Management Articles

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Articles & Blog

Married, so should you have your own slush fund?

In this article by Jean Chatzky for Fortune.com, Lili Vasileff contributes to the discussion of recent research that finds many more men than women have bank accounts or credit cards that their spouse or live-in partner don’t know about. Should a married woman have a slush fund…a stash of cash that her spouse doesn’t have access to and maybe doesn’t even know about?

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Articles & Blog

Benefits of Filing Jointly

Filing your taxes together may not be the glue that will ensure you stay married forever. But it could save you money and help you cash in on some lucrative tax credits.

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Articles & Blog

How to Manage Household Records and Documents

Every household must work out its own records management system, but some general guidelines can help. A good system will provide an overview of what happens to property after a major life event occurs. Lili offers her advice in her latest blog post…

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Articles & Blog

Death and Taxes and Divorce?

How the new tax changes will impact planning for divorcing couplesby Lili Vasilef Ms. Vasileff, president emeritus of the national Association of Divorce Financial Planners,

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Articles & Blog

Death, Taxes…and Divorce?

How the new tax changes will impact planning for divorcing couples by Lili Vasilef Ms. Vasileff, president emeritus of the national Association of Divorce Financial

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