Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Estate Planning

Trained as a lawyer and CPA, Bob Carlson shares his original estate planning research on the pages of Retirement Watch.

Found 335 Articles.
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The Foundations of a Great Estate Plan [Part 2]

June 28, 2020

In last week’s edition of Retirement Watch Weekly, I presented the foundations of a great estate plan. These are strategies every American should at least consider for their estate – no matter how much or little money is at stake. There’s a lot of ground to cover, so let’s dive back into all the ways […]

estate planning

The Foundations Of A Great Estate Plan

June 23, 2020

Everyone needs an estate plan, no matter how much or how little money is involved. For example, you need an estate plan even if you don’t expect to owe taxes on the estate. It is more important to decide who should receive the wealth, how much each should receive and when and how the wealth […]

estate plan

Wills and Estate Planning: 6 Reasons Why your Will is Critical to Your Estate Plan

June 17, 2020

One of the most important tasks you undertake is to create an estate plan to ensure you’re taken care of for the rest of your life and then distribute your assets and provide for your loved ones after you die. A primary component of an estate plan is a will. It is crucial to outline […]

Estate Planning

Key Changes & New Strategies in Estate Tax and Estate Planning

June 16, 2020

There are four basic strategies for reducing estate taxes: Reducing assets from the gross estate Removing future appreciation from the gross estate Increasing deductions, and Buying life insurance Within those four strategies are many options. Not all will be appropriate for you. But there are quite a few strategies – and it’s always good to […]

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Why an Individual Retirement Arrangement (IRA) Is Important in Estate Planning

June 4, 2020

Why an Individual Retirement Arrangement (IRA) Is Important in Estate Planning An estate plan for IRAs should answer these questions: What will be the estate tax and income tax bills? Who will pay those taxes? Who will receive the IRA? In what form will the IRA be received? The IRA cannot be given away during […]

New Estate Planning Strategy: How To Use Life Insurance To Pay Estate Taxes

June 2, 2020

Sometimes the traditional strategies to reduce estate taxes are not practical or appealing. It might be difficult to give away an asset in increments over the years to make tax-free gifts. Or you might want to retain control of your assets for life. There are a lot of reasons why someone might not want to […]

The Family Bank Life Insurance Strategy: Your Own Personal Retirement Bank

May 25, 2020

In last week’s edition of Retirement Watch Weekly, I introduced readers to the Family Bank Strategy. Today, we’ll answer some commonly asked questions about it, starting with… Who should consider the Family Bank Strategy? One good candidate is someone who is keeping money in conservative investments as a safety net or in case someone in […]

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How to Create Your Own Personal Retirement Bank with Life Insurance

May 19, 2020

Have you heard of the “Secret 770 Account” and “The President’s Account?” Or maybe you’ve seen these: Banking on Yourself® or “Infinite Banking?” Or perhaps even these: “Becoming Your Own Banker,” “The Personal Bank,” or “The Retirement Miracle?” If you read financial publications, especially online, you almost certainly have come across some of these. You’ve […]

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