PRELIMINARY PLANNING FOR ASSET PROTECTION
By : Zane Christensen | Category : Asset Planning, Blog | Comments Off on PRELIMINARY PLANNING FOR ASSET PROTECTION
5th Apr 2016
Asset protection planning is the process of organizing assets and property to safeguard and preserve them from loss or attack by creditors. Individuals may seek asset protection for a variety of reasons: Financial uncertainties from engaging in a business or … more
Why it is Importance to Name a Contingent Beneficiary of a Retirement Account
By : Zane Christensen | Category : Blog | Comments Off on Why it is Importance to Name a Contingent Beneficiary of a Retirement Account
2nd Apr 2016
A recent private letter ruling underscores a valuable lesson. A recent private letter ruling underscores the importance of making sure you name a primary and a contingent beneficiary on your retirement accounts. As noted in earlier articles, there is always … more
Medicare Eligibility Age and Eligibility
By : Zane Christensen | Category : Blog | Comments Off on Medicare Eligibility Age and Eligibility
31st Mar 2016
When you think of Medicare, most people believe it is only for people of retirement age. Although retirement age is when most people begin to think about Medicare benefits, actually the Medicare program covers more than just those who have … more
Why should I plan my estate? I have a will, isn’t that enough?
By : Zane Christensen | Category : Asset Planning, Blog, Estate Planning | Comments Off on Why should I plan my estate? I have a will, isn’t that enough?
27th Mar 2016
Ben Franklin once said that, “In this world, nothing is certain but death and taxes.” A major goal of estate planning is to minimize the effects of both on your assets. Putting together a successful estate plan with clearly defined … more