by designonetest | Feb 14, 2016 | Estate Planning, retirement planning
Princess Diana of Wales was one of the world’s most loved celebrities – and one of the richest. Her tragic death in 1997 was world news. The majority of her estate, reportedly worth $40 million at the time of her death, was divided between Prince William and Prince...
by designonetest | Jan 3, 2016 | Estate Planning, Estate Tax, retirement planning, Uncategorized
Recently the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may affect their existing estate plans, while recent widows and widowers need to...
by designonetest | Jan 2, 2016 | Estate Planning, retirement planning, Uncategorized
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the “Emergency Contact Authorization Form,” a document in which clients can list a trusted person...
by designonetest | Dec 30, 2015 | Estate Administration, Estate Planning, retirement planning, Uncategorized
You have read tons of information this year and often some of the most important information can be overlooked, or requires a 2nd or 3rd take before sinking in. In case you missed any of them, here is a rundown of six hot estate planning topics we covered this year: 5...
by designonetest | Oct 19, 2015 | Estate Planning, retirement planning
The results of a study recently conducted by Texas Tech University revealed that the ability to make smart financial decisions peaks at age 50. The subsequent post-age-50 decline was observed in both men and women, making both sexes similarly susceptible to financial...
by designonetest | Sep 29, 2015 | Estate Planning, retirement planning
If you are remarried or soon to be remarried (or know someone who is), then you should read this blog post. You should pay special attention if you are remarried to a person who has less assets than you. You will learn about a commonly used technique that can save you...
