Helping Your Elderly Parents Plan Their Estate Member Login | Sign Up To View Article
As the Baby Boomer generation continues to age, millions of Americans are finding themselves in an awkward, critical position: their elderly parents need assistance with their estate planning, but th
The Power of Pre-Tax Dollars to Purchase Life Insurance Member Login | Sign Up To View Article
Throughout the United States, high-net-worth (HNW) individuals face many obstacles when creating an estate plan. One common issue that arises during this process is developing liquidity. Often, there’
Which is Better: Guardianship or Power of Attorney? Member Login | Sign Up To View Article
Here’s a question we get asked a lot: “which is better for me to get for my mother — a guardianship or a power of attorney?” The question itself is misleading, and our answer almost never satisfies. T
When Paying Taxes on Retirement Accounts Makes Sense Member Login | Sign Up To View Article
It’s almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. The conventional wisdom is so ingrained that if you suggest clients accelerate taxes o
Estate Planning Through the Ages – Tips from Terry: Married with Minor Children, Tip# 8 Member Login | Sign Up To View FSP Content
Terry Stanaland, JD, ChFC, CPA
In this video, Terry Stanaland,member of the Society of Financial Service Professionals discusses how to preserve the stretch out provision in an inherited IRA.
The Journal of Financial Service Professionals
Big Ideas and Trends from the Aging Field: Connecting the Dots with Financial Services Member Login | Sign Up To View FSP Content| Purchase this Article
Sandra Timmermann, EdD
We look at positive aging, aging in community, technology, the changing family, and the need for retirement advice. Examples of new thinking about these topics is presented, along with a discussion of
Charitable Remainder Trusts (CRT): Back to the Future Member Login | Sign Up To View FSP Content
Lawrence Brody, JD LLM, AEP, Richard M. Weber, MBA, CLU®, AEP® (moderator)
This program will review the basics of CRTs and their advantages and disadvantages as a planning strategy. And it will show how, when combined with an Irrevocable Life Insurance Trust (ILIT), they ca
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