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Category Archives: WILLS and ESTATE PLANNING
Are You Too Old for Life Insurance?
“Old age isn’t so bad when you consider the alternative.” – Maurice Chevalier Recently, a Partners4Prosperity reader asked, “How well do ‘income for life’ type programs work for people within 5 years of retirement? Are these programs more for younger … Continue reading
Leaving a Legacy of More than Money
“A very rich person should leave his kids enough to do anything, but not enough to do nothing.” -Warren Buffet, as quoted in a September 29, 1986 interview with Fortune. An inheritance can be an enormous blessing, and yet, for … Continue reading
ESTATE PLANNING #101: Preparing a Will
ESTATE PLANNING #101: PREPARING A WILL A will is written statement made by an individual that directs the distribution of his/her property at death. A legal will is a fundamental financial document that is relevant for almost every adult, and … Continue reading
A Proposed Tax Change to Inherited IRAs is Dropped
A PROPOSED TAX CHANGE TO INHERITED IRAs IS DROPPED, BUT IS IT A SIGN OF THINGS TO COME? One of the unknowns that lurks in the shadows of many qualified retirement plans (such as IRAs, TSAs, and 401(k)s) is future … Continue reading
Posted in 401K's & IRA's, TAX TIPS, WILLS and ESTATE PLANNING
Tagged inherited IRA's
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A “HIDDEN” MONETIZED ASSET: Your Human Life Value
As a parent, spouse, employee, you have a unique human life value to others. While much of the value you bring into these relationships may not be financial, or even financially quantifiable, a life insurance policy allows you to … Continue reading