Posts Categorized: Estate Planning

Heirs Can Benefit From Tax-Free Roth IRA Growth

May 22, 2013 / By: academy

Category: Estate Planning, Retirement Planning

Retirement planning can involve contributing money into an individual retirement account. With a traditional IRA you contribute money before paying taxes. You can deduct your contributions from your earnings when you are filing. There is...

Seniors, Dogs, and Estate Planning

May 20, 2013 / By: academy

Category: Estate Planning, Pet Planning, Trusts

Senior citizens face some emotional challenges as they lose loved ones over the years. Loneliness can decrease your quality of life, and it can even result in depression. The good news is that there is...

Economic Debacle Impacted Boomer Inheritances

May 17, 2013 / By: academy

Category: Estate Planning, Financial Planning, Retirement Planning

The economic downturn that started in 2007 had some wide-ranging impact as we all know. However, one of the things that you may not think about is the effect that this debacle had on the...

Addressing Contingencies Elders Often Face

May 15, 2013 / By: Ryan Denman

Category: Estate Planning, Incapacity Planning

On the surface estate planning can seem like a purely financial endeavor. However, most senior citizens experience a gradual decline before they pass away. You are generally not completely healthy one day and dead the...

A Look at Tax-Free Gifting

May 13, 2013 / By: academy

Category: Estate Planning, Taxes

The federal estate tax and the gift tax are unified. There is a unified $5.25 million exclusion in 2013. As a result, you could give $5.25 million in taxable gifts throughout your life without incurring...

Iowa Probate: Is There Any Way Around It?

May 12, 2013 / By: academy

Category: Estate Planning, Probate

There are websites out there that sell supposed one-size-fits-all estate planning documents. However, each state has different rules so it is hard to imagine how you can have one document that would be applicable in...

Premarital Agreements: Head vs. Heart

May 11, 2013 / By: Ryan Denman

Category: Estate Planning

When you are serious about having your financial affairs in order for your own well-being and that of your children you may have to balance matters of the head versus matters of the heart. Let’s...

Estate Tax Guidelines May Change in 2018

May 8, 2013 / By: academy

Category: Estate Planning, Taxes

The guidelines that are utilized by the Internal Revenue Service to collect estate and gift taxes were defined anew by the enactment of the American Taxpayer Relief Act of 2012. In 2011 a $5 million...

Should Success Levels of Children Impact Inheritances?

May 6, 2013 / By: Ryan Denman

Category: Estate Planning

There are various decisions that must be made when you are mulling over the future distribution of your remaining assets after you pass away. Of course you have to make a list of the people...

Think Ahead When Planning Estate

May 3, 2013 / By: academy

Category: Estate Administration, Estate Planning

Most Americans have not taken the time to put the necessary estate planning documents in place. This is a statistic that must change, because a lot of families pay a hefty price when their loved...

Posts Categorized: Estate Planning

Heirs Can Benefit From Tax-Free Roth IRA Growth

Seniors, Dogs, and Estate Planning

Economic Debacle Impacted Boomer Inheritances

Addressing Contingencies Elders Often Face

A Look at Tax-Free Gifting

Iowa Probate: Is There Any Way Around It?

Premarital Agreements: Head vs. Heart

Estate Tax Guidelines May Change in 2018

Should Success Levels of Children Impact Inheritances?

Think Ahead When Planning Estate

Request a free guide!

Follow Us Online

Seminars

Free Consultation

Resources

Contact Us

Reports

Quick Links