| Below is a list of articles with the most recent ones listed first. |
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Bankruptcy and Divorce |
| Individuals considering both bankruptcy and divorce have additional planning issues to consider. Which should be done first? Can we arrange our asset division to protect assets following divorce? Which assets can be discharged and which must be paid? Can income taxes be discharged? |
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What Is Certified Financial Planning |
| A person who does certified financial planning will be a member of and meets the requirements for the CFP Board (Certified Financial Planner Board of Standards). |
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Finding Financial Planning Advice |
| When going through a divorce perhaps the last thing on someone’s mind is financial planning advice. While there may be more emotional and personal issues on the table, this is definitely one area that cannot be ignored. |
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What is a QPRT? |
| A qualified personal residence trust ("QPRT") is a special type of trust, detailed by Internal Revenue Service regulations. Details enclosed. |
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Limited Liability Companies |
| An LLC is an entity formed under state law to conduct a business or investment activity. What you should know about LLC's. |
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FLP Details |
| This is a detailed list of the FLP (Family Limited Partnership) facts and what you should know. |
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CLUT and Family Limited Partnership |
| The CLUT (Charitable Lead Unitrust) details and whether it is right for you. Family limited partnerships (FLPs) have become a popular planning tool for the high net worth individual. The following contains the advantages of an FLP. |
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GST Tax Planning and Gift Exclusion |
| This Generation-Skipping Transfer tax can eat more than you bargained for. Is your family prepared? |
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Medicare and Estate Planning |
| Essential information about Medicare coverage and estate law. Will you be prepared? |
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Social Security |
| Here is a list of highly important information for those on social security or those approaching the required age. |
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Asset Protection Strategies |
| How to ensure that your assets and investments stay safe and secure in a dangerous market. |
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Auto Insurance |
| Here are a few hints and tips to use when it comes to your automobile insurance. A bad choice can cost you dearly. |
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Corporate Care Insurance |
| A quick overview of the complicated structure that is corporate insurance. |
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Mortgage Life Insurance |
| Mortgage life insurance details and tips for the average consumer. Am I prepared? |
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Long-Term Care Insurance |
| This is a popular list of insurance tips when dealing with long-term care and accelerated death benefits. |
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Insurance Company Ratings |
| Can your insurance company cover their end? Some may not be able to. This article provides a quick list of high value insurance info that many clients find helpful. |
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Limited Partnerships |
| Limited partnerships allow you to own a portion of a business entity giving you an opportunity for capital appreciation and tax deferral. |
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Real Estate Investments |
| This outlines how the average consumer can use the real estate market to thier advantage. |
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Individual Real Estate Tactics |
| The following is a short guide to buying and selling property and how it effects your long-term investments. |
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Consumer Debt |
| This section briefly describes an individual's options when it comes to consumer debt. |
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Charitable Contributions |
| This is a quick look at charitable contributions and how they can effect your cash flow situation. |
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Cash Flow Management |
| This is a short guide to help the average consumer budget thier cash flow and make intelligent decisions with thier investments. |
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