Tax-Sheltered Annuity (TSA), also known as a 403(b), is an alternative retirement savings plan. Not everyone can participate in this plan, and it is restricted to those who are employed by educational, cultural, or non-profit organizations…
Author Archives: Ken
Warning: As of October 18, 2006 Private Annuity Trusts (PAT) are no longer recognized by the Internal Revenue Service (IRS) as legal means for managing assets tax deferred! The Private Annuity Trust has been replaced with The Ensured Insta…
Estate Planning, Financial Planning
Charitable Gift Annuity: Immediate, Deferred, College, Flexible Annuity
07
Feb
Feb
What is a Charitable Gift Annuity? The different types of Charitable Gift Annuities are: Immediate Annuity, Deferred Annuity, College Annuity and Flexible Annuity. Example of a how a Charitable Gift Annuity functions.
For some…
07
Feb
Feb
What is a Charitable Gift Annuity? The different types of Charitable Gift Annuities are: Immediate Annuity, Deferred Annuity, College Annuity and Flexible Annuity. Example of a how a Charitable Gift Annuity functions.
For some…
Annuity payment options discussed. Income for life, Income for Life with Guaranteed Period and Joint and Survisor options. Review downsides and cons to an annuity.
Three Main Options When You Receive an Annuity Payment
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Anna Nicole Smith may have left a will but is a will truly enough to save her baby daughter and the problems that have ensued over the legal battles of her estate?
With much discomfort I have been forced to watch the Anna Ni…
Financial Planning
Financial Directive Powers: Real Property, Business, Medicaid, Taxes, Personal Property
07
Feb
Feb
Financial Directive powers and how it differs from Power of Attorny. Financial Directive powers in real property, personal property, banking poweres, tax returns, family maintenance and social security issues like Medicare and Medicaid.
&…
Estate Planning, Financial Planning
Financial Directive: Advanced Estate Tax Planning, Power of Attorney Issues
07
Feb
Feb
Defines what is a Financial Directive and its need in advanced estate tax planning. Compare the Financial Directive with general Power of Attorney. What provisions you do not want to assign to your agent.
Wat…
07
Feb
Feb
How the Advanced Healthcare Directive can control your medical care to consent or refuse any medical treatment, make decisions not to resuscitate, select healthcare providers, apply for Medicaid, appoint an Agent to be guardian and provide…
07
Feb
Feb
Advanced Medical Directives can save a terminal patient life. We briefly examine the Terri Schiavo medical case. Why a living will, healthcare powers of attorney, healthcare proxies are not enough to save your life.
Most Ameri…