Archive - June 29, 2016

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Motivations Drive Results in Real Financial Planning
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Understanding the Estate Tax Return

Motivations Drive Results in Real Financial Planning

Our team provides what we call “real wealth planning” to clients. We talk to prospective clients a lot about it. It is at the epicenter of all that we do to serve, relate to, understand and interact with our clients. (P.S. real wealth planning is not investments, selling insurance or pitching an annuity contract) So, the question becomes- what is the big deal with planning and how do motivations of your advisor play a part in your results?

First, we believe real planning is important to our clients because it helps them live their best life and leave a powerful …

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Understanding the Estate Tax Return

At 31 pages in length, the Estate Tax return is daunting. It becomes worse when you consider that the only time you will encounter it is when a loved one has recently died. But when you dig into it, filing the form doesn’t have to be terribly complicated.

Regarding its length, the good news is that many of the pages will probably not be relevant to the return you have to file. The form is actually only a 4-page return with 27 following pages of possible schedules to attach, mailing instructions, and other purely informational material.

Unfortunately, you have to …

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