There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients. New Tax Proposal re: Retirement Savings … [Read more...]
Understanding Life Insurance
Although an estate plan should be fitted to your unique needs, there are some commonly utilized components when it comes to estate planning. Life insurance is one of those components. Most people choose to include at least one life insurance policy among their estate planning tools and strategies. While life insurance is a common addition to any estate plan, understanding life insurance policies and options can prove challenging. The type of life insurance policy you decide to purchase will … [Read more...]
Famous Estates-Champ or Chump? Paul Newman
Who is Paul Newman? If you were asked to describe Paul Newman in as minimal words as possible, how would you summarize him? Some might say, Academy award winning actor and film director. Others might focus on his many national championships as a race car driver. A few might only need three words; blue, eyed, and hunk. It is far less likely that someone would declare, “He’s that guy on the salad dressing bottles!” Yet, one of the largest contributions Paul Newman made to society was starting his … [Read more...]
Do I Need to Include Retirement Planning in My Estate Plan?
Are you starting to feel the pressure to have a retirement plan in place? If so, you are not alone. It seems as though the push to start planning starts from the moment you accept your first “real” job. Nonetheless, there’s good reason. One, is the simple fact that it takes so much more to live comfortably during your retirement years today than it did just a couple of generations ago. With that in mind, when should you really start retirement planning? How Retirement Planning Has Changed If … [Read more...]
Texas Trivia- Who played the lone survivor of the Alamo in “The Man from the Alamo?”
In the 1953 western film, “The Man from the Alamo” Glenn Ford stars as John Stroud. In the movie, Stroud is chosen to leave the fort in order to warn and protect his family and others of the approaching army led by Santa Anna. When the devastation at the Alamo incurs, the Texan is labeled a coward by all. Determined to avenge his family and restore his honor, Stroud goes on a journey to protect Texas families as they run from a Santa Anna sympathizer. In the end, Stroud manages to seize his … [Read more...]
Staying Current on Estate Planning
It’s important for estate planning attorneys to stay up on the latest developments and techniques. The American Academy of Estate Planning Attorney held its semi-annual conference in Atlanta recently. Read on to learn more about the topics discussed at that cutting-edge conference. Staying Current on Estate Planning … [Read more...]
What Is a Family Limited Partnership?
It was once said, “Why work to make someone else successful when you can work to make yourself successful?” For many people, being their own boss is a dream come true. If you have managed to achieve this dream, you undoubtedly have taken measures to protect your business while you're here. However, what about after you're gone? You wouldn't want all of your hard work and sacrifice to fall apart as a result of your retirement, incapacity, or death. Including business succession planning in your … [Read more...]
Famous Estates-Champ or Chump? Estée Lauder
Estée Lauder's Ecstasy of Achievement “Serenity is pleasant, but it lacks the ecstasy of achievement.” Undoubtedly, Estée Lauder believed in her own words. After all, she was one of the most driven individuals in the history of business. Lauder was said to never take lunch nor to have ever worked a day in her life without selling. Beyond her incomparable drive, Lauder believed fervently in her own self-made beauty empire. Yet, her self-professed consumption in business made her single-minded. … [Read more...]
You Never Know: Planning for the Unexpected
This article examines the deaths of two people who died from doing very typical things. You never know what risks might be around the corner, even in seemingly safe endeavors, so you should be prepared. The article looks at the elements of a basic plan. You Never Know: Planning for the Unexpected … [Read more...]
Applying for Medicaid as a Senior
You have likely heard of the Medicaid program but you might not be as familiar with its eligibility guidelines. After all, if you have never needed to qualify for Medicaid benefits, why would you? Many people go their entire working years without ever worrying about their ability to qualify for Medicaid benefits. However, be warned. Applying for medicaid as a senior is all too common if you need long-term care. Unfortunately, people often fail to plan ahead for the possibility that they will … [Read more...]
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