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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation25
Mar
Trusts Solve Client Needs and Add Value to Wealth Plans
Some think that trusts are used only for end-of-life planning. Trusts, however, are like wrenches: they come in a wide variety of shapes and sizes, each particularly suited to a particular need. Some are for wealth accumulation while others are for wealth preservation, and still...
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25
Mar
Building Creative and Flexible Wealth and Estate Planning Solutions for Your Clients in 2014
The signing of the American Taxpayer Relief Act of 2012 (“ATRA”) on January 2, 2013, certainly marked a transition for wealth and estate planning professionals and their clients. Before ATRA, planning was often dominated by the volatility and uncertainty of the federa...
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25
Mar
Three Simple Ways to Sell Complex Solutions
When it comes to financial and wealth planning issues, more often than not, people go to a professional they trust. They may be working with a financial planner, CPA, agent, or banker, but when trust and estate concerns arise, clients need their trusted advisor to listen to their...
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25
Mar
Three Key Strategies for Helping Clients Navigate Aging Plans
Many of your clients are baby boomers (now ages 50-68) moving into retirement and dealing with all the issues related to aging: elderly parents, kids in college, saving enough to last a lifetime and protecting what they have. With a dizzying array of financial instruments to choo...
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25
Mar
These Four Childfree Prospect Tips Will Grow Your Business – And They’re Not What You Think
Childfree individuals and couples often face choices, decisions, and questions, which you are uniquely qualified to address. Like many allied financial professionals, you may focus on helping clients pass the maximum amount of wealth to their beloved children. Along with buying a...
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25
Mar
How to Avoid a Basis Management Disaster
Many of us in the legal, financial and accounting worlds discover our new clients' well-intentioned, yet disastrous, plans after the fact. The widow has already transferred her house into her children’s names or an inherited IRA is drained to pay for a Porsche. Observ...
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25
Mar
Portability and Married Couples
Portability laws and the opportunities they create have significantly increased advisors' roles in estate planning. No longer is the standard credit shelter trust (with QTIP or outright distribution to spouse) the only way for married couples to plan. Now, CPAs, insurance...
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06
Mar
Tax Tips to take to Minimize income and estate taxes in Trusts and Estate Planning
1. Consider distributions to beneficiaries Because the maximum ordinary tax rate (39. 6 percent) and the net investment income tax (3. 8 percent) apply to trust income at a much lower threshold than they do for individuals, trustees of discretionary trusts should consider distribu...
View MoreCategories: Estate Planning Taxation Trusts
25
Mar
Asset Protection Planning for the Modern Client
Only the very wealthy and those in high-risk professions need asset protection planning, right? That's a myth. In reality, we all need asset protection. Why? Because we all can be sued and lose everything we have. A car accident, business failure, foreclosure, medical crisi...
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06
Mar
How to Protect Inherited IRAs After the Clark v. Rameker Decision
In a landmark, unanimous decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are not “retirement funds. ”This ruling is important to you and your family because it means you need to take action to insure your retirement fund...
View MoreCategory: Ira Distribution Planning
