- Clooney Injury: Disability Planning Lessons from Hollywood November 27th, 2011
- Life Insurance Planning after the 2010 Tax Act October 9th, 2011
- IRAs, Roth Conversions, 2010 Tax Act October 9th, 2011
- Insurance Trusts Still Make Sense August 1st, 2011
- Financial and Investment Adivsor Role in Estate Planning June 27th, 2011
- Refinancing Your Home to Obtain Additional Cash April 24th, 2009
- Record Retention-What to Keep and For How Long April 20th, 2009
- Planning for IRA and Retirement Assets April 12th, 2009
- Gifts to 529 Plans During Economic Turmiol - Overview February 27th, 2009
- Roth IRA Traps and Tips February 3rd, 2009
- New Year's Resolutions December 15th, 2008
- Finicial Investment Planning July 23rd, 2008
- Special Planning for Insurance July 23rd, 2008
- Life Insurance Trusts July 23rd, 2008
- Pension Protection Act of 2006 July 18th, 2008
- Alzheimer's Planning: A Case Study July 18th, 2008
- Communicating about wealth to family members July 18th, 2008
- Caprer vs. Nussbaum July 18th, 2008
- Sell More Insurance July 14th, 2008
- Graegin Loans can Sell Life Insurance July 8th, 2008
- 529 savings and qualified tuition plans July 3rd, 2008
- Double IDITs June 26th, 2008
- Family Loans: Planning and Traps June 26th, 2008
- Volatile Planning Checklist June 25th, 2008
- Property Insurance Review June 23rd, 2008
- HIPAA-potamus adventures June 23rd, 2008
- Insurance Trust Checklist June 23rd, 2008
- 529 plans June 23rd, 2008
- Planning to Live to 100 April 18th, 2008
- Annual Review of Life Insurance Checklist August 14th, 2007
- Retirement Projection Errors August 14th, 2007
- 529 Plan Options August 6th, 2007
- What should your child be doing before heading off to college? August 6th, 2007
- Beneficiary Designations August 6th, 2007
- Powers of Attorney and Chronic Illness August 6th, 2007
- Quicken August 6th, 2007
- Non-Deductible IRA August 6th, 2007
- Disability August 6th, 2007
- Copy Your Wallet: Travel tips August 6th, 2007
- Annuities: Creative Use for Heirs August 6th, 2007
- Prudent Investor and Principal and Income Act Primer July 16th, 2007
- Different Times Different Planning July 2nd, 2007
- Prudent Investor Act and Principal and Income Act: Planning Primer July 2nd, 2007
- Lead Article Title: Cheap Tricks July 2nd, 2007
- Split-Dollar Arrangements for Life Insurance – An Overview July 2nd, 2007
- Annual Financial Estate Planning Review July 2nd, 2007
- Life Insurance Periodic Review July 2nd, 2007
- Residency and Domicile - Tax Planning December 8th, 2006
- Power of Attorney: Checklist on How to Serve August 25th, 2006
- Spouse's Right of Election Against the Estate June 11th, 2006
- Newlywed Financial Planning Tips June 11th, 2006
- Financial and Related Decision for Your Trusts June 11th, 2006
- Beneficiary Designations for Bank Accounts June 11th, 2006
- 529 Plans: College Savings Plans Technical Analysis June 11th, 2006
Finance / Insurance Tips
Finance / Insurance Audio
- Caprer v. Nussbaum (3:55) September 23rd, 2007
- Split-Dollar Insurance Trusts (25:04) August 12th, 2007
- Periodic Insurance Reviews (40:45) August 12th, 2007
- Communicating about Wealth with Family Members (15:17) April 27th, 2007
- Disability Buy Out of a Business (9:38) March 4th, 2007
- Stranger Owned Life Insurance (SOLI) (13:03) March 4th, 2007
- Life Insurance Trust Review (7:48) March 4th, 2007
- College Funding Options: Investment Considerations (11:09) November 21st, 2006
- Older Investors Focused on CDs and Bonds (27:31) November 21st, 2006
- Pension Protection Act 2006 (7:45) September 7th, 2006
- Alzheimers Planning: Case Study (19:54) August 28th, 2006
- Financial and Estate Planning for Chronic Illness: Part 1 (2:46) August 27th, 2006
Finance / Insurance Videos
- How Can You Plan During Economic Turmoil? September 6th, 2009
- What is an Insurance Trust? July 23rd, 2009
- Life Insurance Trusts February 10th, 2008
- Special Planning for Insurance July 14th, 2006
- Financial Investment Planning June 30th, 2006
Finance / Insurance Forms
- Bankruptcy Financial Statements August 6th, 2007
- Your Spouse Personal Information June 26th, 2006
- Your Parents Personal Information June 26th, 2006
- Worksheet-Roth IRA Analysis June 26th, 2006
- Worksheet-Non-Roth IRA Analysis June 26th, 2006
- Worksheet-Education IRA Analysis June 26th, 2006
- Tracking Dividend Records June 26th, 2006
- Tax-Deductible Expenses June 26th, 2006
- Taxable Income June 26th, 2006
- Tax Summary Chart June 26th, 2006
- Tax Return Contents June 26th, 2006
- Summary of Liabilities June 26th, 2006
- Simple Investment Strategy Grid June 26th, 2006
- Sample Letter to Transfer Brokerage Accounts to Trust June 26th, 2006
- Safe-Deposit Box Contents June 26th, 2006
- Royalties and Copyrights Information June 26th, 2006
- Retirement Assets June 26th, 2006
- Relative Information June 26th, 2006
- Professional Advisers June 26th, 2006
- Pro Forma Statements of Cash Flow Signature Page June 26th, 2006
- Pro Forma Statement Cash Flows June 26th, 2006
- Pro Forma Statement Cash Expenditures June 26th, 2006
- Pro Forma Statement Cash Available for Investment June 26th, 2006
- Other Miscellaneous Assets June 26th, 2006
- Other Investment Assets June 26th, 2006
- Non-Tax-Deductible Expenditures June 26th, 2006
- Nontaxable and Supplemental Income June 26th, 2006
- Net Cash Flow Summary June 26th, 2006
- Mutual Funds June 26th, 2006
- Locations of Your Personal Documentation June 26th, 2006
- Locations of Spouse Documentation June 26th, 2006
- Liabilities June 26th, 2006
- Investment Analysis Worksheet June 26th, 2006
- Government Bond Summary June 26th, 2006
- General Template for Security Investment June 26th, 2006
- Expense Reduction Chart June 26th, 2006
- Estimating Your Life Insurance Needs June 26th, 2006
- Disability Insurance June 26th, 2006
- Credit Cards June 26th, 2006
- Complex Investment Strategy Grid June 26th, 2006
- Child Background Information June 26th, 2006
- Brokerage Securities Account June 26th, 2006
- Basic Insurance Data Template June 26th, 2006
- Bank Accounts June 26th, 2006
- Background Information for You and Your Spouse.pdf June 26th, 2006
- Additional Cash Flow Sources June 26th, 2006
- Provisions for Investments and Distributions from a Child's Trust June 11th, 2006
- Investment Analysis Worksheet June 11th, 2006
- Analyze and Track Your IRA Account June 11th, 2006
Finance / Insurance Question & Answers
IRA withdrawls
February 16th, 2009
My mother and father have passed away. My attorney has told us to leave the IRA accounts alone for now. Re: taxes that will have to be paid. Is the a way to withdrawal without taking a big hit on taxes? Read the Answer…
POD in IRA account
July 17th, 2008
Can my bank keep an IRA account with a POD in the account if there is a line of credit on the POD account? Read the Answer…
Tax Treatment Of A Personal Loan
April 18th, 2007
Loan: My Mother allowed me to borrow $100,000. in 2006 as an advance against a future lifetime gift of in excess of $250,000. I believe the terms of this loan, which was my only income for the year, should be summarized, for tax purposes, in a promissory note with a nominal amount of interest. Can I do this or should my attorney? Thanks Read the Answer…
Asset protection and annuities
March 31st, 2007
Are insurance annunities protected from personal and business judgments. Read the Answer…
Mental competency
March 27th, 2007
Is there a way to render my mentally disabled brother's signature NULL and VOID? He continually signs legal contracts (for the purchase of cars and other items on credit) that he cannot pay for. He is incapable of making rational/sound business decisions due to his 3rd grade mental capacity. Read the Answer…
Custodial Account
March 25th, 2007
I have set up a custodial account for my nieces from my mother's estate, and now their parents are in forbearance on their house and want part of the money what will this mean for me being the holder of the account ? I do not want to do this because it will not get them on their feet only enable them, plus the money was meant for the girls education! Read the Answer…
Money for grandkids
January 31st, 2007
I would like to set up an account for each of my grandkids. What would be the best way to do this so I can have some control of assets, but have them in their name and Social Security Number? Is there a way to also keep them separate from being claimed as part of their total assets in the future for financial aide, scholarships, etc? Read the Answer…
Beneficiaries
September 1st, 2006
Should children as beneficiaries be listed "per stripes" to assure their heirs receive their portion Read the Answer…
Minor Child - Care
December 6th, 2005
My daughters friend T*** is living with us in our home. She is 17 years old. Her parents have moved to a different state. I can not get her enrolled into school because I have nothing stating that I can make any type of decisions for her. And I really don't want to be involved with the court system. Since I need to make medical and other decisions for her I am not sure what I need to have them sign. I did print up a form for temporary guardianship that needs to be notarized. Is that good enough to enroll her in school and make medical decisions for her? Also how do I go about stating that I do not want to be liable for any medical bills or another type of bills that she may incur. I am charging nothing for her staying here. But I am concerned since at this time her parents have no medical insurance or great income. Read the Answer…
Debt and home and 2nd Marriage
December 2nd, 2005
I have remarried and have brought pre marriage $50,000 of credit card debt in. My husband will not put me onto the house deed yet for fear of something happening to me and losing the house over my debt. I am pursuing a term life policy for both of us. We have no will. Is he correct? Read the Answer…
Investment Strategy
September 22nd, 2005
What investment strategy should I use. My broker has told me that I should be allocated 50/50 as between stocks and bonds. Does this make sense? Read the Answer…
Power of Attorney - Agent signing
March 21st, 2005
If you have Power of Attorney for someone and you have to sign a document for them, do you sign the person's name or your own as PofA? Read the Answer…
Nursing care expenses
March 16th, 2005
What strategies are there for keeping assets from being used for nursing care expenses from one's estate? Read the Answer…
Education Trust
December 1st, 2004
Hi, I'm looking for a model for my son's education trust. we need items like how much to allow per month for different items like school, living expenses, transportation, etc. I'm unable to open your form. Read the Answer…
Bank Certificates of Deposit
October 21st, 2004
I have a CD at my local bank valued at $100,000. Can I have my two children named as beneficiaries? Upon my death, would they be paid directly from the bank, or would the $100,000 have to go through the probate process? Read the Answer…
College bound kids & financial aid
April 20th, 2004
I have a 13 and 15 year old. The each have $60,000 in mutual funds from grandfather. I show little income, but have 2 investment properties worth $1 million besides my house that is worth $625,000. Can anything be done to gain financial aid, ie moving assets to trusts, or at least the kid's and emancipating them in some fasion? Read the Answer…
