Is It Time to Review Your IRA Estate Planning Strategies?
The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.
Charitable Giving Using Life Insurance
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
Can I Transfer My Business Through My Will?
We explain why you shouldn’t use your Will to transfer your business.
How Will the SECURE Act Affect Me or My Small Business?
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. How will it affect you?
What to Do After the Death of a Loved One
Losing a loved one can be difficult. Despite the emotional trauma involved, you may also be responsible for handling things you have not done before. We walk you through a list of financial, legal, and administrative tasks to consider.
Is Your Will or Trust Up-to-Date?
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the Tax Cuts and Jobs Act, your documents may be out of date.
Life Insurance and Estate Planning
Frank bought life insurance. Dave did not. Let’s take a look at how their families fared after their death.
In the News: Estate distribution doesn’t always ‘work itself out’
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.
Estate Distribution Doesn’t Always ‘Work Itself Out’
The “Money Talks” experts delve into a situation of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well.
In the News: Don’t overlook the other estate planning documents
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many documents you need to have in place when planning your estate. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…