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Category: Estate Planning

Jeff Stinson to Present Free Seminar on July 18

Jeff Stinson, in conjunction with Moldt Financial, is offering a free seminar on July 18, 2018 at 6:00 PM at the Clubhouse of Vandalia by Del Webb, 5266 John Quincy Adams Court, Plainfield, Indiana.  Plan to attend this free presentation where Jeff will discuss such “need-to-know” estate planning topics as: The importance of Wills, Trusts, […]

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Problems With Guardianship System Is Focus of John Oliver Show

John Oliver recently highlighted problems with the guardianship system on his HBO show, Last Week Tonight with John Oliver. The comedian provided a scary and funny explanation of how guardianship works, ending with a public service announcement by William Shatner, Lily Tomlin and others explaining steps you can take to avoid the guardianship. The show […]

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Is My Inheritance Subject To Tax?

Is my inheritance subject to tax?  For most of our clients, the answer to this question is generally “no.”  However, it is helpful to know the potential forms of taxation when assets are transferred from the decedent to a beneficiary to better understand why this is the case. Estate Tax An estate tax is a […]

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Finding the Best Retirement Calculators

Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help. Although these calculators can yield vastly different results, they can still be useful tools. Based on information about you and your finances, […]

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New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams

New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices. As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to empty their investment accounts. According to the Financial Industry Regulatory […]

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Choosing Retirement Account Beneficiaries Requires Some Thought

While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to heirs through other, less formal means. Many bank and investments accounts, as well as real estate, have joint owners who take ownership automatically at the death of the primary owner. Other banks and investment companies […]

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