In the News: Estate distribution doesn’t always ‘work itself out’
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.
Estate Distribution Doesn’t Always ‘Work Itself Out’
The “Money Talks” experts delve into a situation of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well.
In the News: Don’t overlook the other estate planning documents
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many documents you need to have in place when planning your estate. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
Don’t Overlook the Other Estate Planning Documents
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
Donor Advised Funds Provide Tax Benefits
If you would like to make a substantial tax-deductible charitable donation this year, but have the ability to spread the actual distribution of funds to specific charities over a number of years, a donor-advised fund (DAF) may fill that need. We explain in this week’s Tax Tip.
Key Estate Planning Documents
We believe estate planning is a key component of a comprehensive financial plan. In today’s Financial Tip we walk you through key estate planning documents you should have in place.
In the News: Titling of rental property to minimize liability
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that being a landlord brings excess liability. You can minimize that liability by how you title your real estate. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed…
Private Family Foundations
Private family foundations are typically founded by high net worth individuals and families who want to maintain a high degree of control over their charitable legacies, and are willing to assume significant costs and responsibilities, and adhere to strict rules and requirements. Learn more about them in this week’s Financial Tip.
In the News: Will Tax Law Changes Affect Your IRA Beneficiaries?
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that tax laws can always change, so you can’t assume a Stretch IRA will always be available. Your financial and estate planning need to be able to account for these changes. Read the article here Disclosures: The investments referenced within this article may currently be traded…
Will Tax Law Changes Affect Your IRA Beneficiaries?
We take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs.