estate planning Archives

Achieving Financial Independence, Community, Estate Planning

What a Great Time to Start a Charitable Legacy - For You Too?

Do you ever get the feeling you could do more for others? I do and have many times. As a long-term focused planner, I probably think more about my personal legacy than many people. The result, a few years ago I took a big…

Achieving Financial Independence, Balanced Living, Estate Planning, Post-Retirement Planning

Are You Failing Your Parents When They Need You Most?

Are you failing your parents when they need you most? I know you're busy with your life; your work, home, kids, etc., but if you haven't circled back with your senior citizen aged parents about their life plans, it's time…

Achieving Financial Independence, Estate Planning, Post-Retirement Planning, Retirement, Tax Planning

Massive Tax Break for "Doing Good" - CRT

Huge Income Tax Savings and Retirement Income Strategy Awaits You! After a ten-year Bull Stock Market run you may own stocks or stock mutual funds that have huge taxable gains waiting for you if you were to sell. Q. Why would you want to sell…

Estate Planning, Post-Retirement Planning

8 Signs Your Family Will Fight Over Your Estate

Death is agonizing enough without the added pain of heir warfare. A solid estate plan is essential. Here are some warning signs that there might be strife in your family after you're gone. Estate administration is equal parts…

Achieving Financial Independence, Estate Planning, Goals-Based Planning, Post-Retirement Planning

Long Term Care - How to Plan & Pay For it?

. Have you ever wondered if you will be financially wiped out if you have a debilitating stroke or get dementia (Alzheimer's) in your old age? Maybe you know of someone that went through this kind of illness. The personal and financial devastation…

Achieving Financial Independence, Estate Planning, Insurance, Post-Retirement Planning

No Will Needed - Beneficiary Updates are Critical

Most of your assets will never pass on through your will (assuming you have one). IRA's, 401k's, life insurance and annuities all have direct beneficiaries that were recorded when you first signed up for them. For many of those assets, that…

Estate Planning, Post-Retirement Planning

Have You Had “The Talk”?

"The Talk" I’m not referring to “the talk” with your teenage children about sex, but rather the “parent and adult children talk” about the parent’s estate plan. Have you had this conversation? Most people have not. My sister Lori…