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Schedule Your Free Consulation06
Mar
Most of us are Guilty of Wasting Money
Most of us are guilty of wasting money. We pay too much for convenience. We don't comparison shop or look for bargains. We waste money staying in the same routines-shopping at the same stores, eating at the same places, using the same services. We may not even realize...
View MoreCategory: Estate Planning
06
Mar
Charitable Remainder Trusts
The Charitable Remainder Trust (“`CRT”) of trust specifically authorized by the Internal Revenue Code. These irrevocable trusts permit you to transfer ownership of assets to the trust in exchange for an income stream to the person or persons of your choice (typically you, your sp...
View MoreCategory: Estate Planning
06
Mar
Understanding the Significance of Trusts
This issue of The Wealth Advisor addresses a topic that is important to many Americans yet is sometimes misunderstood - trusts. In the right circumstances, trusts can provide significant advantages to those who utilize them, particularly in protecting trust assets from the...
View MoreCategory: Trusts
25
Mar
Planning for Pets
For many pet owners, pets are members of the family. These individuals often say that if something happens to them, they are more concerned with what will happen to their pets than to their children or spouse. This issue of The Wealth Advisor examines the issues surrounding carin...
View MoreCategory: Advisors
06
Mar
“Portability” of the Federal Estate Tax Exemption – What does it Mean?
With the political and economic climate as it is in the summer of 2008, we are not likely to see total repeal of the federal estate tax in the foreseeable future. However, both Republican and Democratic Presidential candidates support estate tax reform. Realistically, such reform...
View MoreCategory: Taxation
06
Mar
New FDIC Rules: Are You Protected?
With the rash of bank failures, you may wonder whether - and to what extent – the FDIC (Federal Deposit Insurance Corporation) will protect your bank accounts. Fortunately, new rules from the FDIC clarify how you can ensure maximum FDIC insurance coverage. You may nee...
View MoreCategories: Estate Planning Trusts
06
Mar
Planning You Should Consider Now
These are difficult times. The “experts” now acknowledge that we are in a recession - and that we have been so for some time. Consumer confidence is low. As a result many of us are concerned, wondering what planning we should do now, if any. For the vast majorit...
View MoreCategory: Estate Planning
06
Mar
The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony…What Could They Possibly Have in Common?
The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony…What Could They Possibly Have in Common? Actually, they do have something very important in common: your estate plan. In this issue of The Wealth Advisor, we will look at what the recent debt ceiling debat...
View MoreCategories: Estate Planning Trusts
06
Mar
An Introduction to Asset Protection Planning
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid creditors. Whether meritorious or not, defense can be enormously costly. With our litigious society, with limi...
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Mar
Estate Planning – A Process, Not an Event
You have signed all of your estate planning documents and, if your plan includes trusts, completed their funding. You sit back, relax, and enjoy the peace of mind that comes with completing that task. But don't bask in that feeling for too long—estate planning is an o...
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