Estate Planning Part 16 – the 3 Phases of Estate Planning

Estate planning is the process of accumulating and disposing wealth before death of an individual or estate owner. The most important goal of estate planning is to make sure that the greatest amount of the estate passes to the estate owner’s intended beneficiaries while paying the least amount of taxes. In this article, we will…

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How Can Estate Planning Services Help You?

A carefully crafted estate plan can ensure that only your intended heirs or beneficiaries derive benefit from your estate. If you are unable to make a proper estate plan in time, it may also prove to be very costly in terms of heavy taxes. High estate taxes and administrative costs can consume a sizeable part…

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Study in Financial Management Section Two Wealth Accumulation

Study in Financial Management Section Two Wealth Accumulation Study in Financial Management Section Two Wealth Accumulation Arnie Fontenot This a powerpoint presentation the discusses the second section of the Financial Pyramid. This is about Wealth Accumulation. Publish at Scribd or explore others: How-to-Guides & Manu money free

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Growing Smart Kids

Growing Smart Kids Publish at Scribd or explore others: Business Presentations & Slid money free

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Interesting Facts: Number of Wealthy Indivduals

Things that wealthy individual have in common might surprise you. Some of the things listed about wealth might surprise you. That is unless you are already wealthy, then you probably already know all of this. 1. If your passive income exceeds your living expenses, you are wealthy One of the things that separates the wealthy…

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No RMD in 2009? Time for a Roth IRA Conversion

There are now no required minimum distributions from your IRA or retirement plan for 2009. This is huge for seniors. Though many news sources have reported this change, here, noted retirement planning expert Jim Lange explains in detail how to proactively take advantage of this new tax law. Seniors can now make a Roth IRA…

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3rd part to Education for Financial Planning

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.…

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Help !!! Analyze this legal issue … (California)?

This is a text from a retirement plan administrator of the deceased citizen from CALIFORNIA name Bryan A.” If no benificiary designation is on file , the Retirement Plan provides a benificiary that will be determied in the following order of priority: (1) surviving spouse or domestic partner; (2) surviving children ; (3) surviving parents;…

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Good Will Hunting – the Importance of Planning Your Estate Through a Will

Writing a will is one of the most important financial and personal decisions that someone can make in their lifetime, and yet, despite campaigns by the Law Society and the Government to convince us of the need to write a will, more than half the people who die each year do so without leaving a…

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Introduction to Financial Planning Education

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.…

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