Estate Planning

All the basics you need to know about gift and estate taxes!
Creating a Financial Plan

ES402: Introduction to Gift & Estate Tax

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

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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.
Creating a Financial Plan

ES401: Essential Estate Planning Documents

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

Read More »

welcome!

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

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complete financial plan spreadsheet
Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.