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Federal Employees Need Wills, Trusts, And, Most Of All, A Beneficiary Form.

March 27, 2022/in Estate Planning/by Joe Runza

“Your federal benefit payments are not made following a trust or will. You need to ensure you have a properly completed beneficiary form.”- Joe Runza If you are well-planned, you have a will or trust to ensure you leave a legacy to your loved ones. These documents, your funeral instructions, durable power of attorney, healthcare […]

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How Are Inherited Annuities Taxed?

February 26, 2022/in Annuities, Estate Planning/by Lyle Boss

“It’s fantastic if you inherit an annuity, but you need to understand the tax implications and how to make them more favorable.” –Lyle Boss You cannot escape taxes if you inherit an annuity. Fortunately, though, understanding how inherited annuities are taxed can help you avoid paying more in tax than necessary. Your beneficiary status and […]

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Why You Want To Keep Your Credit Score High, Even When You Are Retired.

January 27, 2022/in Estate Planning, Retirement Planning/by Steve Kerby

“A solid credit score gives you more choices and the more choices you have, the greater the chance of retirement success.”- Steve Kerby   There’s a long checklist when preparing for the time when you no longer get a paycheck. People within 7-10 years of retirement have a lot on their minds. They may be […]

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History of the SECURE Act of 2019

January 13, 2022/in Estate Planning, Retirement Planning/by Brian Weeden

The SECURE Act, also known as “The Setting Every Community Up for Retirement Enhancing Act” of 2019, was approved by the Senate on December 19, 2019, after initially passing through the House on July 19 as a part of an end of the year appropriations act. The bill accompanies tax measures and includes significant provisions […]

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Eight Of The Most Tax-Friendly States For Retirees

December 7, 2021/in Estate Planning, Retirement Planning/by Eric Coons

“If you’re considering moving when you retire, have you considered the potential tax issues?” Eric Coons   Many retirees choose to move after retiring, whether to be closer to kids and grandkids, enjoy more leisure activities, or make their retirement dollars go further. However, if you’re thinking of relocating, be sure you don’t focus solely […]

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Financial Planning for the Divorced Woman: You are in Control!

October 26, 2021/in Estate Planning/by Syndicated Columnists

Women need to understand their rights in a divorce “The impact a divorce has on women’s finances cannot be overstated. The financial literacy gap, the lack of involvement in long-term financial planning during their marriage, and their higher likelihood to end up in poverty place divorced women in a vulnerable position.” -Worthy.com If you’re a […]

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Estate Executor: Duties and Obligations

October 21, 2021/in Estate Planning/by Syndicated Columnists

An executor is the person responsible for managing the administration of a deceased individual’s estate. Obligations can vary from state to state and the size of the estate can determine the responsibilities that will be needed.

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Stop Identity Theft Before It Happens

October 18, 2021/in Estate Planning, Retirement Planning/by Frank J. Gorshin, CLU

  In today’s world, especially the digital world, people constantly leave behind little pieces of themselves. These pieces, while small, are a part of a larger picture, your identity. Please do not underestimate the resourcefulness of identity thieves, and your trash might be their treasure. According to the Federal Trade Commission, over 800,000 identity theft […]

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Protecting Your Family’s Inheritance: Beneficiary-Controlled Trusts

October 18, 2021/in Estate Planning/by Syndicated Columnists

In a perfect world, your will would be drawn up, your assets would be distributed in a timely, no-hassle fashion after your death, and your family would be immediately able to enjoy the financial legacy that you spent your life creating for them. Unfortunately, no one lives in a perfect world, but a beneficiary-controlled trust can help ensure that your children will have access to their inheritance in a way that is faster, and is legally protected longer-than some of the more traditional methods. A Beneficiary trust is long-term many states allow this type of trust to remain in perpetuities for at least a century, if not longer. A Beneficiary trust also maintains a structure that protects assets from creditors, false-heirs, ex-spouses, and any other potential beneficiaries and parties not named by the trust.

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Legacy Abitrage

October 7, 2021/in Estate Planning/by Syndicated Columnists

Use Legacy Arbitrage to extend benefits to heirs Definition of ‘Arbitrage’ from Investopedia “The simultaneous purchase and sale of an asset to profit from a difference in the price. It is a trade that profits by exploiting price differences of identical or similar financial instruments, on different markets or in different forms. Arbitrage exists as […]

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