Author: Brennan Clark

How Does Capital Gains Tax Policy Affect Estate Planning?

How Does Capital Gains Tax Policy Affect Estate Planning?

If you are looking to create or update your estate plan, you will want to understand how capital gains tax can affect your estate planning strategy. Failure to take capital gains tax policy into account can result in unexpected tax bills for your heirs when you...

Six Essentials Every Estate Plan Must Have

Six Essentials Every Estate Plan Must Have

Anyone who wants to make sure that their intended beneficiaries receive their estate’s assets after passing away should develop a comprehensive and effective estate plan. Failing to do so can have serious consequences for your heirs. It can result in your assets not...

Life Insurance for Estate Planning and Financial Goals

Life Insurance for Estate Planning and Financial Goals

Have you neglected finding a life insurance policy? Maybe you figure you do not need it since you are not married and have no children. Well, you would not be alone if this is the case since it turns out that only 59 percent of Americans have a life insurance policy,...

Healthy Habits of Centenarians

Healthy Habits of Centenarians

Although the number of people living to 100 years of age is increasing, this is still a lofty number of years to remain alive. Scientists and researchers have long sought to figure out what it is that makes some people more likely to live to become centenarians. Many...

Do These Things to Grow Your Business

Do These Things to Grow Your Business

No matter where you are in the development of your business you should always be on the lookout for ways to grow. This is important in most industries which face some type of competition which is just about every industry. If you do not continue to grow your market...

Plan to Maximize Your Social Security Benefits

Plan to Maximize Your Social Security Benefits

When Social Security was created in 1935 it was not conceived of as a primary stream of income for retirees. However, since then many things have changed, including a dramatically increasing life expectancy rate. Therefore, nowadays it is essential that you pay close...

How to Choose An Executor For Your Estate

How to Choose An Executor For Your Estate

As part of your financial planning, you will want to have a solid estate plan in place in order to ensure that your assets are distributed to your beneficiaries as you intended. Part of estate planning is choosing the person or entity that will be responsible for...

Keep Your Home in the Family for Generations

Keep Your Home in the Family for Generations

Family is one of the most important things in the lives of most people. You probably want the best for your family after you are gone. This means providing financial security as well as preserving precious memories. For many the family home is a means of providing...

Essential Documents for Your Estate Plan

Essential Documents for Your Estate Plan

Creating a comprehensive estate plan is one of the most important things you can do for your loved ones. Failure to do so can cause significant consequences when it is time for distributing your assets after you have passed away. Your heirs may face serious legal...

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