Recent Posts in Financial Health 2021: Last Chance for MEGA Charitable Tax Breaks Posted on Dec 1, 2021 By Christian Cordoba, CFP For more than a decade, qualified charitable distributions (QCDs) have been a staple of tax-efficient philanthropy for seniors. The current rules are better than ever, thanks ... Read More Tax Consequences of Gifting IRAs to Heirs Posted on Nov 13, 2021 Written by Stephen Connors, CFP® Within a provision contained in the SECURE (Setting Every Community Up for Retirement Enhancement) Act, rules determining how inherited retirement account money is ... Read More Boot Camp for the Executor Posted on Sep 14, 2021 Presented by Ron Miller, Licensed Professional Fiduciary, and Grace St. Clair, Attorney, this webinar will teach you the duties and responsibilities of being named the executor of someone’s ... Read More Estate Planning Basics in 2021 Posted on Jul 19, 2021 Presented by Debbie Keesey, Attorney and Phillip Cook, CFP® , this webinar will teach you why you need an estate plan, how it works and what happens when you don’t have one. Download ... Read More Family Matters of Money and Legacy Planning Posted on Jun 2, 2021 In the coming years trillions of dollars will be passed from one generation to the next. Many families will potentially be divided because of issues revolving around money, such as choosing someone to ... Read More Generating Income in Retirement Posted on May 17, 2021 Presented by Gregory Schill, CFP® (Certified Financial Planner) , Stuart Tsujimoto, CFP® and Karen Pryor, Reverse Mortgage Broker, this webinar will teach you how to generate income for ... Read More IRA Beneficiary Designations: Per Stirpes vs. Per Capita... What Does It All Mean? Posted on Apr 26, 2021 Beneficiary designations are required for all types of IRAs, 401(k), 403(b), 457(b), profit sharing, defined benefit, annuities and life insurance (all referenced as IRA for this article). Beneficiary ... Read More Generosity By Design Posted on Apr 26, 2021 Carol Wharton donates through her IRA in appreciation for her care. For 30 years, Carol Wharton, now 79, had a thriving interior design business. Her clients were primarily homeowners on the Palos ... Read More Defining an Estate Plan and Roadblocks to Avoid Posted on Nov 9, 2020 Written by Grace Greer St. Clair Getting motivated to establish your estate plan can be uncomfortable, but if you knew what our clients experience when a good plan is not in place, you would rush to ... Read More Thankful for the Best Care Imaginable Posted on Nov 9, 2020 Written by Nancy Sokoler Steiner | Photographed by Vincent Rios She was a financial professional from New York City. He was a cowboy-turned-plumber from Oklahoma. She loved to socialize and traveled ... Read More The Importance of Advance Directives Posted on Jul 20, 2020 written By John Ferrari Do you want a secure future? Of course; everyone feels a little better knowing the future is secure – but sometimes planning for a secure future can seem like a full-time ... Read More A Win-Win for Everyone Posted on May 6, 2020 Written by Tabitha Hogue | Photographed by Deidre Davidson South Bay natives Joe and Rita Meistrell have been married for 48 years and love to go on adventures. From trips to Catalina Island to forays ... Read More Reversing Your Mindset Posted on Mar 5, 2020 Written by Karen Pryor Retirement. We spend years planning for it, yet it’s still surprising how quickly it arrives. Have we saved enough? How long will we be able to live on our own? What if ... Read More When Your Aging Parents Need Help Posted on Sep 18, 2019 When Your Aging Parents Need Help By Deborah Keesey, Attorney It probably wouldn’t surprise you to learn we are facing a huge demographic shift in the next 40 years. The number of Americans age ... Read More What You Need to Know Now about IRAs, RMDs and QCDs in 2019...And Why Your Timing Matters Posted on Sep 18, 2019 What You Need to Know Now about IRAs, RMDs and QCDs in 2019……And Why Your Timing Matters Written by Christian Cordoba, RFC®, CFS When you reach age 70½, required minimum ... Read More Safe And Sound Posted on Apr 25, 2019 Written by Deborah Keesey, Esq. What is the Alzheimer’s epidemic? It’s hard to believe, but every 66 seconds someone in the United States develops the disease. According to the ... Read More Trusts and Powers of Attorney: What They Are and Why You Need Them Posted on Feb 4, 2019 By Stephanie Bezner, Attorney In the past year, I have come across many people who have said they are so relieved they don’t need to worry about an estate plan anymore because the federal estate ... Read More Today's Modern Financial Family...And the Evolving Role of Women Posted on Jun 21, 2018 Today’s Modern Financial Family…And the Evolving Role of Women By Nancy Gragg, CWS Gender roles are evolving quickly in today’s day and age. No longer are lines drawn in the sand ... Read More Your Investment Strategy in Today's Global Economy Posted on May 29, 2018 Written by The Torrance Memorial Professional Advisory Council Investing your wealth seems to be as confusing as ever. The new U.S. tax law adds perhaps the most significant changes to business and ... Read More Four Common and Costly Estate Planning "Administration" Mistakes Posted on May 8, 2018 Four Common and Costly Estate Planning “Administration” Mistakes By Christian Cordoba, CFP From incapacity planning to legacy and gifting intentions, a well-constructed estate plan can be ... Read More Estate Plans Aren't Relevant Anymore, Right? Wrong! Posted on Apr 25, 2018 Estate Plans Aren’t Relevant Anymore, Right? Wrong! By Stephanie Bezner, Attorney In December, Congress passed significant tax legislation. The federal estate tax exemption was increased to ... Read More A Silent Epidemic Posted on Apr 10, 2018 A Silent Epidemic By Sylvia Thompson, CMC He never imagined it would happen to him. Fifty years ago, George started a small hardware store with his beloved wife, Lily. They struggled and sacrificed ... Read More Alzheimer's Disease, Aging and Conservatorships Posted on Feb 26, 2018 Alzheimer’s Disease, Aging and Conservatorships By Deborah Keesey, Esq. What is the Alzheimer’s epidemic? It’s hard to believe but every 66 seconds, someone in the United States ... Read More Landmark Tax Reform Bill Passes Posted on Dec 28, 2017 Landmark Tax Reform Bill Passes By Scott Donnelly, CPA The new tax reform law — commonly referred to as the Tax Cuts and Jobs Act (TCJA) — is the most significant tax legislation in ... Read More Family Matters: Multi-Generational Legacy Planning Posted on Dec 28, 2017 Family Matters: Multi-Generational Legacy Planning How do you prevent money from destroying your family? By Mark Tsujimoto, Financial Planner One of the problems facing parents, grandparents and ... Read More 43 results found. Viewing page 1 of 2. Go to page 1 2 Next