Category Archives: Estate Planning Tips

Most Overlooked Tax Deduction

Article Highlights: What Is IRD? Why Is There an IRD Deduction? How to Recognize If One Exists What to Do If an IRD Deduction Is Suspected One of the most overlooked tax deductions is what is referred to as the … Continue reading

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I Need Advice On . . .

IF you could wake up tomorrow morning and know every decision you made from that point forward was the right decision, do you suppose you’d want to put yourself in that position?  Well… OF COURSE YOU WOULD! IF you had … Continue reading

Posted in Estate Planning Tips, Legal, LegalShield, Profitability Tips, Tax Tips, Tax-Planning Tips, Time Management Tips | Leave a comment

3 AWESOME Reasons to Execute Your Will TODAY

A Will is an official written expression of your wishes concerning many things to be carried out following your death.  With a properly executed Will, YOU name the Executor and his/her duties, YOU decide who takes care of your children, … Continue reading

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Happy National Will Day!

Leaving a Will for your family is one of the best gifts you can give them. If you have always intended to, but not yet completed your Last Will & Testament, then we have great news for you! TODAY is … Continue reading

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Leave Your Business to Your Family – Not the Government

Successfully passing a family business to the family upon death of the owner is not an easy task. Most business owners fail to realize the importance of a sound business succession plan. As a result, only about half of all … Continue reading

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Have You Reviewed Your Will or Trust Lately?

Your will or trust was prepared so that your assets will be distributed according to your wishes after your death.  These documents can also reduce estate taxes.  However, certain events can cause these documents to become outdated and create family … Continue reading

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What’s the Password?

Article Highlights: Usernames & passwords Problems for caregivers and survivors Most of us overlook this very important issue We now live in a digital world where we conduct many, if not all, of our financial affairs over the internet.  And … Continue reading

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Are You Required To File A Gift Tax Return?

Article Highlights: A gift tax return must be filed if you give gifts in excess of $14,000 per recipient during the year. Directly paid medical and educational gifts are excluded. Married individuals can increase the annual $14,000 exclusion to $28,000 … Continue reading

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101 Reasons to have a Legal Plan

For one low monthly fee, our members have the power to talk to an attorney about any personal legal issue.  Whether it’s big, small or somewhere in between, your law firm will be there to offer advice or assistance on … Continue reading

Posted in ACA (ObamaCare), Cost-Savings Tips, Estate Planning Tips, Legal | 2 Comments

Who Gets Your IRA

The designated beneficiary listed on your IRA account beneficiary form determines who gets your IRA. This is true even if your will or trust names different beneficiaries. You may have filled out that beneficiary form long ago and no longer … Continue reading

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