Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good intentions and poor planning often have unintended results. Don’t make these common, expensive […]
Archives for March 2018
How to Protect College Savings for Your Kids
The costs of college can be staggering. Kevin answers questions about protecting college savings and 529 Plans specifically. Watch to learn about tax deferred growth when preparing the education of your child or grandchildren.
Elder Exploitation and the Top 10 Scams Impacting Seniors
Elder exploitation can be described as the act of treating seniors and adults unfairly in order to benefit from them or take advantage of them. It is one of the fastest growing forms of elder abuse in America. The National Council on Aging shares that “approximately 1 in 10 Americans aged 60+, have experienced some […]
Understanding Ways The New Tax Bill Can Help Your Family
The new tax bill has been signed into law and will have a direct impact on 2018. One of the main goals for the Tax Cuts and Jobs Act was to simplify your taxes and this will be the case for many Americans. According to the Wall Street Journal, “tens of millions of wage earners, […]
How to Choose a Successor Trustee
Have you found it difficult to decide who you want to be responsible for you and your financial estate should you die or become incapacitated? Is this holding up your ability to either start or finish your estate planning? Tune in to find out some tips to help you get over the hump so you […]
What to Know About Health Insurance When Traveling Abroad
If you plan to travel abroad, it is important to plan for the unexpected. This means taking the time to verify what your current health insurance policy will and will not cover outside the county. The key to a successful vacation is being able to relax, and having the knowledge that you are covered under any […]
Should I Share Title With My Parents?
This is a common question we get from adult children and their aging parents when they begin to think about estate planning. Especially when it comes to Mom & Dad’s home and if it’s a way to avoid probate. Watch the video for ideas and thoughts on what can happen and the tax implications in […]