Background The IRS has always taken the position that your Retirement Accounts – IRA, 401(K), 403(B), etc. are to be used to assist you with your retirement expenses and used during your lifetime. Therefore those accounts are to have the money pulled out of them and the Deferred Income Taxes paid during your lifetime. The... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Here’s How to Leave the Legacy You Want…
You already know you want to protect yourself and your loved ones when you become mentally disabled or pass on. The confusing part is not knowing how to keep you and your estate out of a long drawn out court process. That is where we come in. We help people just like you create a... [Read More]
Three Questions…
There are really three questions to ask yourself as you think about estate planning. Those questions are as follows: Number one, ‘What are the most important things in your life?’ Number two, ‘What are the most important relationships in your life?’ Number three, ‘What legacy will you leave?’ You can leave a lasting, very impactful... [Read More]
Mr. Rogers
The movie “A Beautiful Day in the Neighborhood” is a movie about the late Fred Rogers. It is a Terrific Movie. It is based on the true situation where Fred Rogers was helping a troubled adult male and how their relationship over time changed that man. There were a number of great “Fred Roger lines”... [Read More]
Christmas and Hanukkah Holidays
As December has raced up upon us we find that we are hurdling towards Christmas and Hanukkah. My Dad always said, “The older you get, the faster time moves”. Christmas and Hanukkah can be a time of joy and warmth and it can also be an overwhelming time. There are suddenly more responsibilities such as... [Read More]
Travel Safely
Many of us will be traveling as we head into the Christmas and Hanukkah Holidays. Remember to make sure that your Passport or your “New” Driver’s License is up to date and current with you. It will be needed at the Airport to get through Security. If we are going to be traveling by automobile,... [Read More]
Year End 2019
As we race towards December 31, 2019, the end of the Calendar Year, it is also the end of a Decade! This is the time to make sure that you have your Estate Plan up to date. The legal work for your Estate Planning maybe Income Tax Deductible and you may want the deduction for... [Read More]
What Is the Solution?
What is the solution? In estate planning, it is easy for things to go poorly if the estate planning is not done well. In our unique process, The Customized Protective Estate Planning Solution™, we have a regular process that we go through which gives us a much better chance of doing a good estate plan... [Read More]
Big Picture
Again, if you do not have a valid estate plan, the state has one for you. It will move the assets by bloodline, and it may go to people you don’t know or have never met. There is a strong reason greed is one of the seven deadly sins. Greed brings out the worst in... [Read More]
Avoid Bushwacks
Avoiding bushwhacks includes avoiding probate court. I know I am repeating myself here, but this is a common area of misconception. The downsides of probate court are numerous. The attorney fees, which they often refer to as ‘administrative expenses’, can be 5-7% of the value of your probate estate. For example, if you have One... [Read More]