What about heirlooms? You can make specific provisions for family heirlooms and specialty items in your Estate Plan. Many times the family heirlooms or special personal items are considered the most important or emotionally valuable part of any Estate. In other words, your Grandfather’s watch that he wore every day may be more important to... [Read More]
Category: Education
President Trying to Raise Taxes Again
I told you so! Most thought that the tax raises that went into effect in the American Taxpayer Relief Act of 2012 would be the end of the raised taxes. The Republicans agreed to raise taxes without receiving any concessions in spending from the White House in negotiating over the American Taxpayer Relief Act of... [Read More]
2013 INDIVIDUAL INCOME TAX RATES
2013 Tax Rates have moved based upon the 2012 Tax Law. Individuals earning over $400,000 will pay at a rate of 39.6%. They will pay a higher Capital Gains and Dividend Tax of 20%. The payroll Medicaid Tax on Income and Dividends (Obama Care Tax) is 3.8% on individuals with a net investment income of... [Read More]
Continuing Education Class – Overlooked Uses of Life Insurance
The Professional Education Class on Overlooked Uses of Life Insurance will be held on Wednesday, September 26, 2012, beginning at 8:00 a.m. in the Biltmore Building located at One North Pack Square, Asheville, N.C. Steve will teach this one hour continuing education class. Topics include: Why Life Insurance is often the most obvious, logical, and needed... [Read More]
Asset Protection Workshop – Very Interactive!
Our Asset Protection Workshop for Financial Professionals, CPAs, Accountants, and Insurance Professionals was very interactive between all parties and extremely insightful. We learned from the Accounting Professionals how their clients look at protecting their assets; we looked at available insurance from the Insurance Professionals as to what they help insure; and we heard from Financial... [Read More]
Asset Protection Workshop – May 30
I will present the workshop “Five Common Asset Protection Mistakes” on Wednesday, May 30, 2012, from 8:00 to 9:00 a.m. The class will provide one hour of continuing education credit from the N.C. Department of Insurance, and is for CPAs, Accountants, Financial and Insurance Professionals. In one hour we will cover: 1. Why you have... [Read More]
Client and Family Workshop Well Received
“You were in great form” is always a good thing to hear from a client after a presentation to them and their family. Families are home for Thanksgiving, so that is why my clients in my Formal Update Program, The LifePlan System™, are encouraged to attend my worship with their loved ones. We met Saturday... [Read More]
Professionals Class Well Received
Eighty-six percent (86%) of attendees of my workshop last Tuesday gave it the highest “very useful” rating, with 14% giving it the next highest “will be useful” rating. The Financial and Insurance Professionals said they enjoyed hearing about how Trusts work, IRA planning, Personal Protection if you own rental property, the different uses of Life... [Read More]
Continuing Education Workshop Update
We are almost full for the upcoming Continuing Education Class I am leading on November 8 from 4:00 to 6:00 p.m. at Pack Place for Financial and Insurance Professionals. Although we are almost full, do call us to book a seat and get on our stand-by list. It should be a fun and interactive time.... [Read More]
Financial and Insurance Professional Workshop
Financial and Insurance Professional Workshop on November 8 at 4:00 p.m. On Tuesday, November 8, from 4:00 p.m. to 6:00 p.m., at Pack Place Board Room, I will be leading an educational workshop for Financial and Insurance Professionals approved for two (2) hours of continuing education credit by the N. C. Department of Insurance. We... [Read More]