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Best Ways to Help Grandchildren
One of the best tools you can use to help a child or grandchild is a Roth IRA. Created as retirement accounts, you can’t do better for estate planning and transferring wealth. You’ve probably heard the advantages of Roth IRAs. Earnings of the Roth IRA are not taxed, and neither you nor your beneficiary pays […]
How to Profit from Your Old Life Insurance Policy
What should you do with that cash value life insurance policy you no longer need? Many of you have old cash value policies that aren’t doing you any good. Perhaps you bought them years ago when your insurance needs were much higher. Your insurance needs changed, because of increased wealth, divorce, or a spouse’s death. […]
Should you buy or rent your winter home?
Winter is coming, and the thoughts of many retirees turn to warmer climates. The next thought for those who plan to spend part of the year at a second home is whether it makes sense to buy or rent that refuge. Not many years ago that was an easy decision. Real estate almost always appreciated […]
The Benefits of Hiring Your Spouse
The solution to your health insurance problems can be very simple and can give you an IRS-approved tax break. The strategy also can generate several additional tax advantages. This solution, which I have recommended for years, is to hire your spouse to work in your business. As part of the business’s benefit plans, you offer […]
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How To Multiply Gifts And Write Offs
You can get major tax benefits by making a charitable contribution now instead of through your will. And you can do that without crimping your standard of living. Even better, with a little creativity, you can leverage that tax deduction into a charitable contribution that far exceeds your cost. Here’s how it works. You have […]
Secrets Of Effective Gift-Giving
To paraphrase Archie Bunker, from a holiday episode of “All In The Family,” the gift-giving season is at our throats again. Gifts are a great estate planning tool, because they get property out of your estate and to your heirs ? and the gifts can avoid taxes. Let’s look at ways to ensure these gifts […]
Best Ways To Pay For Extended Long Term Care
One of the most stressful and difficult financial decisions is planning for possible long term health care expenses. Individuals of all ages struggle over how to provide for the possibility of significant long-term health care costs. Should they buy long-term care insurance? If so, how should they pay for it? Are there other options? Nursing […]
Strategies to Protect Your Estate Plan
What’s the biggest problem with most estate plans? Often it is not taxes or cash flow. Many times the biggest problem is the trustee or executor that was appointed to carry out the estate plan. Trusts usually are a key part of the estate plan. How the trustee administers the trust determines the quality of […]
