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Monthly Archives: July 2015

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  2. 2015
  3. July

Incorporating Incapacity Planning into an Estate Plan

Blog, Estate, In The NewsBy Henssler FinancialJuly 31, 2015

In today’s Marietta Daily Journal: It can be easier for your family if you have plans in place, should you become incapacitated. Read the Article

Family Limited Partnerships

Blog, Business Owner/Self Employed, EstateBy Henssler FinancialJuly 31, 2015

A family limited partnership can help transfer business assets to younger generations while you retain control. We explain in this week’s Business Tip.

Medicaid Qualifying Trusts

Blog, InsuranceBy Henssler FinancialJuly 30, 2015

A trust helps you to qualify for Medicaid because it can make your income and assets unavailable to you. Read all about it in this week’s Insurance Tip.

Tax Tips for Recently Married Taxpayers

Blog, TaxBy Henssler FinancialJuly 29, 2015

If you’ve married over the summer, here are five tax tips that may help you avoid stress at tax time. Learn more in this week’s Tax Tip.

Financial Mistakes People Make at Different Ages

Blog, Investment SelectionBy Henssler FinancialJuly 28, 2015

With age comes wisdom, except when it comes to money. We explain pitfalls at every age in this week’s Financial Tip.

Planning for Incapacity

Case Study, Estate, InsuranceBy Henssler FinancialJuly 27, 2015

Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.

Using Private Funding to Raise Capital for Your Business

Blog, Business Owner/Self EmployedBy Henssler FinancialJuly 24, 2015

Read our tips to avoid complications if you’re obtaining private funding for your business.

The Split Annuity: Current Income Plus Future Savings

Blog, InsuranceBy Henssler FinancialJuly 23, 2015

Split annuities attempt to provide an immediate income stream and grow principal. Learn more in this week’s Insurance Tip.

Forgot Something on Your Tax Return? It’s Not Too Late to Amend

Blog, TaxBy Henssler FinancialJuly 22, 2015

You were ahead of the game and filed your taxes in March. What do you do with the corrected 1099 that just arrived? We explain in this week’s Tax Tip.

What is the Roth IRA Five-Year Rule?

Blog, RetirementBy Henssler FinancialJuly 21, 2015

Roth IRAs have some unique rules regarding withdrawals, and five years is a magic number. We explain in this week’s Financial Tip.

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