3. Estate Planning
- 1. Cash & Credit, 2. Risk Management, 3. Estate Planning, 4. Identify Goals, 5. Investment Planning, 6. Retirement Planning, 7. Tax Planning
Does this Wealth Program Really Work?
I received this reader question recently and wanted to respond publicly: “I would like to no more about this programs and does it really works? I have made a few investments on the…
-
You Inherited an IRA- Now What?
IRAs (Individual Retirement Account) are great investment vehicles for tax deferred growth and estate planning. An IRA has a designated beneficiary when the account is set up that makes it easy to determine…
-
Unfunded Living Trusts-Don’t Let It Happen To You
I wanted to share with you a couple of key points about estate planning that you should know. One is about unfunded living trusts. What is that? You go to the attorney…
-
A Sad Tale of Good Estate Planning Advice Gone Wrong
I just got back from a memorial service for a good friend of mine that I had known since high school. Unfortunately he left behind an estate planning nightmare. I gave my friend…
-
Legacy Planning – The Basic Documents of Estate Planning and Beyond
The third step in your do it yourself financial plan is estate planning. Estate planning is thought about as wills, trusts, and gifts, etc. Not anymore. No one wants to think of sickness,…
-
Do-It-Yourself Financial Plan Step #3 Estate Planning
Do-It-Yourself Financial Plan Step #3 Estate planning is not just for the dying. Wills, trusts, powers of attorneys, medical directives, etc- sounds so awful. But consider that if something were to happen to…
-
Most Estate Plans Possess a Major Flaw
Most Estate Plans Possess a Major Flaw-Why Your Family’s Future is at Significant Risk If you could look 50 years into the future and visualize a gathering of your family, what would you…