In the News: “Elder Orphans” Doesn’t Mean Dying Alone
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of your options if you have no adult children or close relatives to help care for you in your senior years.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of your options if you have no adult children or close relatives to help care for you in your senior years.
The “Money Talks” hosts discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
The tax code places limits on the amounts that individuals can gift to others without paying taxes. We explain in this week’s Tax Tip.
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
On this episode of Planning Priorities, Henssler Associate Michael Griffin, CFP®, explains the information you should start gathering with your aging parents. While it may be a heavy task, it’s important to know this information in case you find yourself making critical decisions on their behalf in a moment of crisis.
Individuals with large estates generally want to gift portions of their estate to beneficiaries while they are still living, to avoid or lessen the estate tax when they pass away. That can be done through annual gifts (up to the inflation-adjusted annual limit for each gift recipient each year—$15,000 for 2019) and/or by utilizing the…
It’s almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it’s surprising how many American adults haven’t done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how easy it is for the charitably inclined to establish their own donor-advised fund to increase the impact of their giving. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to…
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed. When should you review your estate…
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Michael Griffin, CFP®, to discuss charitable giving.