Maximizing Investments 101 Have you ever asked yourself, “How do I get the most out of what I’m investing?” Well, search no further – in Allgen’s #MoneyMinute below, Jason and Paul explain one of many options to maximize investments....
What Information Goes Into a Will? In this episode of Allgen’s #MoneyMinute, Jason and Paul discuss the purpose of a simple will and why it’s such a crucial component to your financial picture. You can find more information in the blog post we’ve...
After hearing the tragedy of Prince’s death on April 21st, it has recently been discovered that he also died with no Will… Organize your estate before it’s too late Using Prince as an example, we wanted to take a moment to touch on why you...
Excerpted from http://biz.yahoo.com/prnews/080611/clw030.html?.v=101 According to a study sponsored by U.S. Trust, owners of ultra-high-net-worth (UHNW) family businesses remain exposed to business succession, asset protection and estate planning issues. “Owners...
Although distributions from a Roth 401(k) or Roth 403(b) account have always been eligible for rollover into a Roth IRA (in two steps–by first rolling the distribution over into a traditional IRA, and then converting the traditional IRA to a Roth IRA), the...
When a decedent dies owning stock in a closely held corporation or partnership, the valuation of those shares is a perennial problem precisely because they are closely-held (i.e., there’s no ready market for the ownership interests). Since estate tax is ad...
