probate

What is a 403(b)?


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finance19In the financial world there seems to always be an alpha-numeric soup of letters and numbers mixed together that mean something. My goal is to read to soup mix and try to explain how readers can personally benefit.




Don’t let your 401(k) become a bailout for the government!


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usmoney10Question:
I have recently left my job, is my 401(k) taxable? ELIZABETHTOWN

Answer:
Don’t let your 401(k) become a bailout for the government!

If you’ve recently left a job, or plan on leaving soon, you need to know about the S.M.A.R.T. action plan to protect your retirement savings from needless and excessive taxation.




Where There’s An Inheritance….


an-inheritance-coverStep into the world of two Wills lawyers... a world very few get to see. Long time Wills lawyers Les Kotzer and Barry Fish share dozens and dozens of Inheritance related stories.

"Many of these stories have had a permanent impact on us and we believe they will have an impact on you" - Authors Barry Fish and Les Kotzer




Revocable Trusts


As an alternative to having a complete Last Will and Testament, some people choose to dispose of their assets through the use of a revocable inter vivos trust, also commonly known as a "living trust".




Use of Living Trusts


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One of the most popular estate planning instruments today is the revocable living trust. Trusts are used to maintain control and disposition of assets after death, and some can be used to minimize the estate tax impact of property transfers.