Feb 27
 

 

The question and answer sections were the focus of this estate planning seminar held in July 2012. Richard S. Land, attorney and member of Chipman, Mazzucco, Land & Pennarola, LLC, Danbury, Connecticut, made the presentation in five parts, each part building on the preceding one and followed by a question and answer session. Part One (and the Part One Q&A) covers: Will basics; consequences of not having a Will, the difference between probate property and nonprobate property; trusts; guardians; and executors. Part Two (and the Part Two Q&A) covers: federal and Connecticut estate taxes and estate tax “exemptions”; the “portable” estate tax “exemption”; “exemption” increases and decreases; the estate tax marital deduction; assets included in an estate for estate tax purposes; life insurance as part of the estate for estate tax purposes; 529 education plan accounts; and Will and trust provisions designed to save estate taxes including the differences between trusts created by a surviving spouse’s disclaimer and trusts established under a formula provision included in the Will. Part Three (and the Part Three Q&A) covers: common mistakes made in estate planning; jointly owned assets; things to consider when selecting Executors, Trustees and Guardians; retirement plan accounts (IRAs, 401(k), 403(b), etc.); how rules relating to required minimum distributions from retirement accounts affect the drafting of Wills, trusts and beneficiary designations; and life insurance and
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Feb 05
 

 

The content in this video is dated but the concept still works. Anyone retiring with a pension, 401(k) or annuity has a choice in how they want to leave money to their spouse or significant others in case they (the retiree) dies first. Pensionmax is a great way to maximize your income and increase flexibility and control over your survivor benefit. We use an actuarial pension max. approach: Our copyrighted, actuarially certified sofware calculates how much life insurance is needed each year in retirement to replicate what your pension offers to your survivor. It’s more affordable and easier to obtain the proper insurance coverage than other approaches. Financial producers can purchase our PensionMax report for their cleints at our website. Please visit us at www.pensionmax.com for more information.
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Jan 30
 

 

Gafinancial.us- At Georgia Wealth Management, Inc we specialize in Tax Planning and Preparation, IRA, 401K, and Qualified Plan maximization, Estate Planning, Investment Advice and Management, Life Insurance and Long Term Care, and Retirement Income Planning.
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Jan 15
 

 

Learn how to successfully plan for your future. Transfer your IRA,401K,403B and other Qualified Plans into a plan that you have upside returns without downside losses. Roth Conversion, go Tax to Tax Free,pay Tax on the Seed and not the Harvest. Become Totally Debt Free in 1/3 to 1/2 the time without changing your lifestyle. Mortgage Management, make sure you have the right one for you. Life Insurance and Annuities,what kind should you have. Career Opportunities www.wallstmgmt.com

 


 
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