Estate Planning

20 03, 2017

Inheritance Gone Wrong

By |2017-06-02T08:43:48-04:00March 20th, 2017|Categories: Estate Planning, Insurance, Retirement|0 Comments

With Denise Appleby IRA/Employer Plan Specialist You may be concerned about running out of money in retirement, but have you given any thought about what to do with the excess? Tune in as IRA/Employer Plan Specialist Denise Appleby shares shocking stories of tax disasters that occurred when IRA beneficiaries weren’t properly designated, or when beneficiaries collected the funds without proper advice.

5 12, 2016

The Gift That Gives Back

By |2017-06-30T05:46:17-04:00December 5th, 2016|Categories: Estate Planning, Tax Planning|0 Comments

With Jim Silbernagel 30-year Financial Advisor It’s the season of giving!  There are more than just personal and emotional benefits from charitable giving; there are tax benefits, too.  But how do you know if you’re getting the deductions you expect?  And if not, how do you create them?  Start the holiday season right by joining our host Jim as he helps you navigate tax and estate planning tools you may not have known about.

10 10, 2016

A Survivor’s Story: My Father Passed Without A Plan

By |2017-06-07T11:42:33-04:00October 10th, 2016|Categories: Estate Planning|0 Comments

Tiana Ronstadtc Have you ever experienced something difficult, and wished you could prevent it from happening to others? Financial Professional Tiana Ronstadt watched her widowed mother struggle to survive emotionally and financially, and vowed to help others prepare for the worst while they hope for the best. Tune in to hear her story.