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Financial Planning - Estate Planning Basics

Is there a simple checklist for estate planning?

The estate planning process is something that is best done with a professional, but to help keep the process in check, here are a few things that are worth paying attention too. 

State Regulators Scruitinize Annuity Scams!

Stranger Originated/Owned Annuities Subject of Public Hearing

Submitted by Jayven M. Rappa on Mon, 05/24/2010 - 12:57pm

Florida Broker Barred for Selling Phony Financial Products, Taking More Than $1.9 Million From Clients!

Broker Created False Documents to Further Scheme, Induce Customers to Invest in Fictitious CDs and Bonds

Submitted by Jayven M. Rappa on Mon, 05/24/2010 - 12:50pm

Deadline Rapidly Approaching to Recharacterize 2008 Roth Conversions!

Did you convert a traditional IRA to a Roth IRA in 2008 only to see your new Roth IRA balance decline due to market conditions? If so, you may want to consider recharacterizing your conversion.

Submitted by Jayven M. Rappa on Mon, 04/12/2010 - 2:50pm

Update Your Beneficiary Designations!

Your will is not the only thing that will transfer your assets to your heirs upon your death. Certain types of assets are transferred directly to heirs through a beneficiary designation.

Submitted by Jayven M. Rappa on Sun, 11/08/2009 - 2:29pm

Estate Tax Update!

There has been much discussion about the temporary repeal and reinstatement of the federal estate tax.

Submitted by Jayven M. Rappa on Thu, 10/15/2009 - 6:25pm

What is the difference between a living will and a living trust?

These two very important estate planning devices are quite different from each other but serve similar purposes.

How often do I need to review my estate plan?

Although there's no hard-and-fast rule about when you should review your estate plan, the following suggestions may be of some help: