Tag: trusts

Americans Seize Historic Chance to Pass On Wealth Tax-Free

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

The Stretch IRA is no longer an option for people to pass on their wealth. Here’s a strategy which can help you transfer your IRA to your children tax free.
      • First, you want to set up and establish a Trust naming your beneficiaries. 

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Modern Family: Estate Planning for Today’s Blended Familes

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Sometimes special occasions like Thanksgiving offer great opportunities to have heart-to-heart conversations with the people we care about. Here are some talking points on how one can engage in a thoughtful and crucial conversation with his or her elderly parents on estate planning:

Key Talking Points from Glenn Matecun
On Estate Planning for Blended Families:

 

On Stepfamilies

 

Beyond Wills: Other Crucial Things to Consider in Estate Planning

Available for Interviews: Glenn Matecun.

It’s More than Just Wills …

Available: Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Interview Glenn to learn more about estate planning for our vulnerable seniors.

Talking Points on Other Crucial
Things to Consider in Estate Planning:

Have a Financial Power of Attorney. A Will alone is not enough, because a Will only deals with things after you are gone. You should also have a Financial Power of Attorney, Medical Directives to allow someone to carry out your medical wishes if you are incapacitated, and a HIPAA Authorization to allow your loved ones to talk to doctors, nurses and other medical professionals about your health needs.

Continue reading “Beyond Wills: Other Crucial Things to Consider in Estate Planning”

The Financial Side of Getting Older

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Interview Glenn to learn more about estate planning for our vulnerable seniors.

Talking Points on estate issues
involving the elderly: