When you first establish your 401k plan, you will be required to designate a beneficiary to receive the balance of the account in the event you pass away. For most people, especially […]
Read MoreWhen you first establish your 401k plan, you will be required to designate a beneficiary to receive the balance of the account in the event you pass away. For most people, especially […]
Read MoreOne of the reasons a living trust is popular is because it can help you to avoid probate while providing a reasonable degree of asset protection. Clients regularly have concerns […]
Read MoreNevada Capital Gains Tax from Brad Anderson The drawback of this investment strategy is that once the capital gains tax is imposed, you are more likely to earn less profit […]
Read MoreMost people don’t realize that having a huge net worth is not a requirement for financial planning. Even families with the smallest of budgets can benefit from a proper financial […]
Read MoreA trust is meant to work as a part of your estate plan as a means to avoid probate, minimize estate tax liability, and protect the inheritance for your beneficiaries. […]
Read MoreYou may think it is relatively easy to name the people you want to be beneficiaries of your estate upon your death. Naming your children as beneficiaries is a no-brainer, right? But […]
Read MoreDuring this Holiday season, the majority of us get wrapped up (pun intended) in giving. 'Tis the season, right? But did you know that certain gifts may be subject to a […]
Read MoreThere are nearly 3 million special needs children in the United States. How many of those children's families have a special needs plan in place? A basic estate plan will […]
Read MoreCreating an estate plan to protect your minor children is one of the most important things you will ever do. When you and your spouse have separated or divorced, creating […]
Read MoreOne aspect of asset protection planning that is difficult for most people is making a proper determination of who is likely to be a potential creditor. Those who are able […]
Read MoreNevada Asset Protection Planning Mistakes from Brad Anderson One aspect of asset protection planning that is difficult for most people is making a proper determination of who is likely to […]
Read MoreFamily heirlooms come in all shapes and sizes – from jewelry to art, fine china to family photos. Determining how to fairly divide these family heirlooms among your loved ones, […]
Read MorePass through businesses are the most common form of business entity utilized by closely-held and family-owned businesses. The number of pass-through entities has continuously increased over the last 30 years, […]
Read MoreFamilies of loved ones with special needs must have a special needs plan to ensure the continued care of their special loved ones. If you have a child or an […]
Read MoreTraditional IRAs and retirement plans sponsored by employers are great retirement investment tools. While there are benefits associated with these types of retirement accounts, Roth IRAs may have additional benefits […]
Read MoreThere are so many valuable benefits a comprehensive estate plan can provide, especially when it comes to ensuring your estate is passed on to your loved ones upon your death. […]
Read MoreIf you have any children under the age of 18, it is important that you at least have a will, including provisions designating who you would want to be the […]
Read MoreIt is a very common reaction, upon losing a loved one, to be at a loss as to what actions may need to be taken. Finding the will, locating insurance […]
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