Financial Planning Archive

April 18,
2023

Why Estate Planning Is an Important Component of Financial Planning

When clients come to you seeking financial advice or wishing to establish a financial plan, their goal is likely growing their wealth. They might not understand that solid financial planning includes asset protection measures. Protecting their wealth ensures they maintain as high a level of security as possible now and in the future.

December 02,
2021

Financial Year-End Checklist

Before you say good-bye to 2021, you would do well to make sure your finances are in order. Whether you do this for tax planning or estate planning purposes, or simply for the peace of mind it gives you, here is a year-end checklist with steps from AmeriEstate Legal Plan you may wish to take.

October 19,
2021

Save For Retirement Week

There’s no doubt that you’ll retire someday. When you do, you obviously will need sufficient income on which to live. But where will this money come from? The answer to that would be Save For Retirement Week, which is also known as National Retirement Security Week.

March 02,
2021

Financial Milestones and How to Plan

Many Americans are under the notion that estate planning is only for those who are in their golden years, but nothing could be further from the truth. Actively incorporating estate planning as part of every lifetime milestone can help ensure that your financial well-being grows with you. Of course, there are some aspects of estate planning that are best tackled in your golden years after you have maximized your assets, but life's earlier milestones deserve an equal amount of financial attention and planning.

November 24,
2020

Menaced Out of Her Home: the Marcie Shield Saga

Sometimes, we can be too clever for our own financial well-being. Most people want to avoid taxation as much as possible while maximizing their availability of their assets: this is human nature. However, this thinking can (and has!) put thousands of Americans in legal hot water or less-than-desirable situations.

September 01,
2020

How to Choose a Business Structure

One of the most important (and earliest) decisions you will make regarding your business is the structure. This is a big decision since it will have a huge impact on the amount of personal liability you take on, the amount of paperwork you are legally required to do and the amount you pay in taxes.

June 26,
2020

What are the benefits of a Charitable Remainder Trust?

When estate planning many people wish to use their assets to help fund their favorite charities, in addition to providing for their families and loved ones. Donating can make a lasting impact on charities and you and your family can also reap tax benefits. The most popular variety of charitable trust is a charitable remainder trust.