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Month: July 2012

The Many Needs of Life Insurance on Our Lives

Posted on July 30, 2012 | by Tom | Leave a Comment on The Many Needs of Life Insurance on Our Lives

The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income … Read Blog Post

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Potential Problems with Beneficiary Designations

Posted on July 27, 2012 | by Tom | Leave a Comment on Potential Problems with Beneficiary Designations

Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and … Read Blog Post

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Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

Posted on July 25, 2012 | by Tom | Leave a Comment on Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

(For IRAs and Other Tax-Deferred Retirement Accounts)

Naming the right … Read Blog Post

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Estate Planning After Divorce

Posted on July 23, 2012 | by Tom | Leave a Comment on Estate Planning After Divorce

One area that is often overlooked in the divorce process is the need to update estate planning. Most people would … Read Blog Post

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Create Successful Wealth Transfers with Open Communication

Posted on July 20, 2012 | by Tom | Leave a Comment on Create Successful Wealth Transfers with Open Communication

A recent Forbes article claims that ‘70% of intergenerational wealth transfers fail,’ discussing a new Williams Group study examining the … Read Blog Post

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Estate Planning today must include Digital Assets and Social Media Accounts

Posted on July 18, 2012 | by Tom | Leave a Comment on Estate Planning today must include Digital Assets and Social Media Accounts

It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to … Read Blog Post

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Five Common Planning Mistakes

Posted on July 16, 2012 | by Tom | Leave a Comment on Five Common Planning Mistakes

From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition … Read Blog Post

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Get Ready for the New Taxes Effective Jan. 1, 2013

Posted on July 13, 2012 | by Tom | Leave a Comment on Get Ready for the New Taxes Effective Jan. 1, 2013

Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013.… Read Blog Post

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Family Values Mean more than Money as An Inheritance

Posted on July 12, 2012 | by Tom | Leave a Comment on Family Values Mean more than Money as An Inheritance

According to a recent study, family values, traditions and history still mean more than money as an inheritance.

These results … Read Blog Post

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