by Christine | Jun 16, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Trusts, Wills |
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused about how to divide my estate between my children, who have different needs and financial resources. Is it best to divide it into...
by Christine | Jun 9, 2015 | Estate Planning, Estate Tax, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Although some couples remain unmarried to protect their estates, that strategy backfires if you end up paying estate taxes. If you choose not to marry, you and your partner need to educate yourselves on your estate planning and retirement options. If you’re married,...
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 | Jun 1, 2015 | Estate Planning, Estates, Inheritance |
“I would strongly urge anyone who is offered a lot of money for an alleged short-term loan to be very wary, as it is often a scam and a sure way to lose your hard-earned savings.” Scammed by your own friend? Hey, it can happen. And not always in the way you...
by Christine | May 29, 2015 | Estate Planning, Estates, Guardianships, Inheritance, Living Trust, Trusts, Wills |
When Twisted Sister drummer AJ Pero died on March 20, it caught his fans and bandmates by surprise — and Pero’s own lack of estate planning has reportedly thrown his family into chaos as well. Dee Snider stated in an article on the website ultimateclassicrock.com “not...
by Christine | May 28, 2015 | Asset Protection, Estate Planning, Estate Tax, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Make it a point to learn about the factors and areas that must be addressed in estate planning in order to maximize, protect and preserve your legacy the absolute best way. You don’t have to be ultra-wealthy to have an estate plan. The Kokomo Perspective’s May...
