War On Wealth Series – Wealth Preservation

The Money In Your Mind – Why The Rich Keep Getting Richer Click Here!

Valuations on gifts when talking about intra-family transfer’s can be extremely difficult to prove satisfactorily to the government, especially when they involve a closely held business. There are four specific sections concerned with how to value intra-family transfers within the gift and estate tax codes. Those sections are 2701, 2702, 2703 and 2704. Read the rest of this entry

Popularity: 27% [?]

War On Wealth Series – Wealth Preservation

Life Insurance policies are absolutely critical to an Estate Plan and is one of the first things that a Financial Planner will check when working on an Estate Plan.

There are four critical areas of the Estate Planning process that make Life Insurance a crucial component to Estate planning: Read the rest of this entry

Popularity: 6% [?]

War On Wealth Series – Asset Growth

Most of your employer retirement plan options are very complex and will generally fall into two categories, defined benefit or defined contribution.

When the employer takes on the responsibility of managing the plan, that is called a defined benefit plan where the benefit is based on what’s in the plan when you retire. In this situation an employer can define a plan that requires the company to deposit a fixed annual sum of money into the plan for each eligible employee. When the employee retires, Read the rest of this entry

Popularity: 12% [?]