bc.png

Beneficiaries

Gift Taxes: What are they really?

Gift Taxes. What are they really?

A Surviving Spouse Checklist

Benjamin Franklin once said, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” Fast forward a couple of centuries. Our Constitution still serves as our governing document while death and taxes remain constant.

Saving for College: 3 Things to Consider

A new school year is upon us. Jess and I sent off our oldest child, Clara, to school for the first time (sniffle, sniffle). And, as many clients wisely advise me, it’ll go by in the blink of an eye. Then onto college. Perhaps many of you have kids or grandkids in college. Or perhaps, like my daughter, they are many years out.

You just got a trust, now what do you do?

If you're a client of ours, you've heard us talk about the importance of having a trust. However, once you have one made, your work is not over. In today's post, Brian reviews some important steps you need to take shortly after your trust is completed.

You just got a trust, now what do you do?

If you're a client of ours, you've heard us talk about the importance of having a trust. However, once you have one made, your work is not over. In today's post, Brian reviews some important steps you need to take shortly after your trust is completed.

How to STRETCH an IRA for Generations of Income

Many have heard the terminology of “Stretch” IRA. This is not a type of IRA, but more of a financial planning strategy that can be used in legacy planning. This strategy has the potential to limit large tax exposure for your beneficiaries who are set to inherit retirement accounts.

Should My Trust Be Listed as Beneficiary?

We encourage all clients to determine if establishing a living trust would be beneficial to their estate planning needs.

Trusts are an effective vehicle for:

Spring Cleaning Challenge: Part 2, Contingent Beneficiaries

Our Spring Cleaning Series moves on! Getting organized and making sure that our estate plan is set up correctly can lower stress in our lives and in the lives of those handling our estates when we pass.

Spring Cleaning Challenge: Part 1, Consolidate

Spring cleaning should not be limited to just your closet, attic or garage! It is important to take time to clean up some aspects of your financial plan as well. In this 4 part series, we will discuss some ideas to help you get organized.

Syndicate content

The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, ME, MO, MT, NC, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved