by Randy Luebke | Aug 24, 2021 | 3-Estate Planning, Annuities, Blog Posts, Financial Edification, Life Insurance, Long-term Care Insurance, Newsletter, Products, The 4x4 Financial Independence Plan
Estate Planning Tax Free Discount on Your Estate Tax Liability If you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax with a tax free...
by Randy Luebke | Jul 23, 2021 | 1-Financial Independence Planning, 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning 8 Ideas That Help You Manage a Financial Windfall Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have, at a minimum, thought about it. The interesting thing is that, even if you were to “hit the jackpot”,...
by Randy Luebke | Jul 19, 2021 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning Intergenerational Transfers: Helping Adult Children When a parent is considering giving or lending a child money, the key question is whether it’s empowering or enabling. You need to structure a transfer that is best for both generations. When my older...
by Randy Luebke | Jun 15, 2021 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning Financial Planning for the Generations In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. It is normal, when working with your financial advisor, to focus on the needs...
by Randy Luebke | May 21, 2021 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3) A financially comfortable loved one has passed away. During this time of seemingly endless bad news, that’s not an uncommon situation. Sad but true. The now-deceased...
by Randy Luebke | May 20, 2021 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning Tax Considerations When a Loved One Passes Away (Part 2) A financially comfortable loved one has passed away. In this year of seemingly endless bad news, that’s not an uncommon situation—sad but true. The now-deceased loved one may have been...
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