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Making Your Money Matter

Create a life you love, one dollar at a time

  • Changing Your Money Mindset
    • The Importance of Money
    • Adjusting Your View Of Money
    • Minimalism & Frugality
  • Creating a Financial Plan
    • Financial Plan Classes
    • Financial Plan Topics
  • Organizing Your Finances
    • Financial Tools & Resources
    • Managing Finances as a Family
    • Organizing Financial Paperwork
    • Paperless Financial Organization
    • Setting up Financial Tasks & Systems

ES402: Introduction to Gift & Estate Tax

February 14, 2017

All the basics you need to know about gift and estate taxes!

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the website. Class Objectives: To learn the basics of gift and […]

6 Comments Filed Under: Creating a Financial Plan, Estate Planning Tagged With: estate plan, estate tax, gift tax

ES401: Essential Estate Planning Documents

February 7, 2017

Learn which documents you MUST have for your estate plan, what they are used for and where to find them in this free mini-class.

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the website. Class Objectives: To learn the essential documents needed […]

5 Comments Filed Under: Creating a Financial Plan, Estate Planning Tagged With: estate plan, last will & testament, living will, power of attorney

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ABOUT ME

I'm Kathryn Hanna-wife, mother of 3, a Christian and a Certified Public Accountant. I love to budget (really, I do!), build spreadsheets and spend money on travel, sewing supplies and good chocolate. Read More…

12 Month Financial Plan for 2018

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More about the author

I'm Kathryn Hanna-wife, mother of 3, a Christian and a Certified Public Accountant. I love to budget (really, I do!), build spreadsheets and spend money on travel, sewing supplies and good chocolate. Read More…

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