by Christine | Dec 24, 2015 | Charitable Giving, College Planning, Estate Planning, GIfting, Individual Retirement Accounts (IRA) |
Before you plan your New Year's Eve festivities, take some time for end of the year financial tasks. Tidying up money matters before the year's end will help you begin the New Year with a fiscal advantage! We love making New Year's resolutions. But more...
by Christine | Jun 7, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"The costliest errors are ones we make ourselves, often without realizing how much damage we're doing." "Estate planning is intertwined with the financial plan," a newsmax.com article explained, and it’s no secret that many individuals fail to...
by Christine | May 1, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Estate Tax, Estates, Financial Planning, Individual Retirement Accounts (IRA), Living Trust, Trusts, Wills |
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan. Those two choices are the Simplified Employee Pension (SEP) plan and the individual retirement arrangement (IRA). A recent...
by Christine | Apr 29, 2015 | Asset Protection, Assets, Elder Law, Estate Planning, Estate Tax, Individual Retirement Accounts (IRA), Living Trust, Probate, Trusts, Wills |
An IRA Trust can be a very valuable tool in certain circumstances. Unfortunately though, many people are unaware of the IRA trust and its benefits. Trusts are only for the super wealthy, right? Wrong! The Kokomo Perspective recently posted an article titled “Are You...
by Christine | Apr 24, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Retirement, Retirement Planning, Tax Planning, Trusts, Wills |
In nearly every way you could make a mistake — for example, saving too late — you can also make up ground by availing yourself of all resources at your disposal (say, your employer's 401(k) matching program). With that in mind, here’s a list of 28...
by Christine | Apr 6, 2015 | Asset Protection, Divorce, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, Individual Retirement Accounts (IRA), Living Trust, Probate, Trusts, Wills |
Failure to do so — or to alert all relevant parties to the changes — could result in certain assets and benefits unintentionally going to your former spouse or his or her family upon your death. A MarketWatch article, titled “Just divorced? Don’t forget to separate...
