Advisers have plenty of tricks and techniques to help clients maximize retirement savings and income, and minimize taxes. Many are considered “loopholes” in existing laws that advisers and their clients exploit to great advantage. Unfortunately, when use of these loopholes becomes too widespread, the government steps in to close them. This may happen soon to […]
https://www.thomasdelpup.com/wp-content/uploads/2015/01/photodune-5349477-retirement-planning-s.jpg632948Tom DelPuphttps://www.thomasdelpup.com/wp-content/uploads/2014/08/thomasjdelpup-lg-v3.pngTom DelPup2015-07-14 11:24:592017-07-05 22:09:123 Popular Retirement Planning Loopholes That May Be Closed
A prospective client contact me regarding the disposition of an IRA account he and his siblings inherited from their father. They wanted to know what had to be done now that they were to receive the IRA funds. Many people will name multiple beneficiaries to an IRA or other retirement account. They’ll do this when […]
https://www.thomasdelpup.com/wp-content/uploads/2014/11/photodune-7029553-ira-word-cloud-concept-angled-s.jpg775775Tom DelPuphttps://www.thomasdelpup.com/wp-content/uploads/2014/08/thomasjdelpup-lg-v3.pngTom DelPup2015-07-07 10:44:072018-11-01 20:57:18My Siblings And I Inherited Our Dad’s IRA, Now What?
“MyDirectives,” a service of ADVault, Inc., is touted as the first entirely online advance medical care planning service available to consumers to voice record and store advance directives for medical care so that medical professionals can not only read, but also hear your instructions and wishes concerning medical care and treatment in your own voice […]
https://www.thomasdelpup.com/wp-content/uploads/2014/10/medical-image.jpg391960Tom DelPuphttps://www.thomasdelpup.com/wp-content/uploads/2014/08/thomasjdelpup-lg-v3.pngTom DelPup2015-06-29 12:29:112017-07-05 22:09:12Is MyDirectives The Next Big Thing In Medical Directive Planning?
The majority of my estate planning clients are married couples. For them, it just seems the natural thing to do. However, estate planning for singles is just as important. While a single person may have to do some things differently, they still need to have an estate plan to avoid problems that will naturally arise […]
https://www.thomasdelpup.com/wp-content/uploads/2014/12/photodune-3832188-estate-planning-s.jpg632948Tom DelPuphttps://www.thomasdelpup.com/wp-content/uploads/2014/08/thomasjdelpup-lg-v3.pngTom DelPup2015-06-22 13:16:502018-11-01 20:57:18Estate Planning Isn’t Just For Married People
I get calls from people who are being sued by banks or other creditors for joint debts that their ex spouse agreed to pay as part of their divorce. The question they ask: “If the divorce judgment says my ex is supposed to pay this debt, why is the bank coming after me?” They assume […]
https://www.thomasdelpup.com/wp-content/uploads/2015/05/photodune-1255925-divorce-s.jpg639939Tom DelPuphttps://www.thomasdelpup.com/wp-content/uploads/2014/08/thomasjdelpup-lg-v3.pngTom DelPup2015-05-27 16:12:512017-07-05 22:09:12My Divorce Judgment Says My Ex Has to Pay a Joint Credit Card Debt, Why is the Bank Coming After Me?
3 Popular Retirement Planning Loopholes That May Be Closed
/in Estate Planning, IRAs, Retirement Planning, Social Security, Tax PlanningAdvisers have plenty of tricks and techniques to help clients maximize retirement savings and income, and minimize taxes. Many are considered “loopholes” in existing laws that advisers and their clients exploit to great advantage. Unfortunately, when use of these loopholes becomes too widespread, the government steps in to close them. This may happen soon to […]
My Siblings And I Inherited Our Dad’s IRA, Now What?
/in IRAs, Retirement Planning, Tax PlanningA prospective client contact me regarding the disposition of an IRA account he and his siblings inherited from their father. They wanted to know what had to be done now that they were to receive the IRA funds. Many people will name multiple beneficiaries to an IRA or other retirement account. They’ll do this when […]
Is MyDirectives The Next Big Thing In Medical Directive Planning?
/in Estate Planning, HIPAA, Medicine“MyDirectives,” a service of ADVault, Inc., is touted as the first entirely online advance medical care planning service available to consumers to voice record and store advance directives for medical care so that medical professionals can not only read, but also hear your instructions and wishes concerning medical care and treatment in your own voice […]
Estate Planning Isn’t Just For Married People
/in Asset Protection, Estate Planning, Power of Attorney, Probate, Wills & TrustsThe majority of my estate planning clients are married couples. For them, it just seems the natural thing to do. However, estate planning for singles is just as important. While a single person may have to do some things differently, they still need to have an estate plan to avoid problems that will naturally arise […]
My Divorce Judgment Says My Ex Has to Pay a Joint Credit Card Debt, Why is the Bank Coming After Me?
/in Asset Protection, Bankruptcy, Consumer Protection, DivorceI get calls from people who are being sued by banks or other creditors for joint debts that their ex spouse agreed to pay as part of their divorce. The question they ask: “If the divorce judgment says my ex is supposed to pay this debt, why is the bank coming after me?” They assume […]