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...
by Randy Luebke | May 19, 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 1) A financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly, that’s not an uncommon situation. The now-deceased loved one may have been single or...
by Randy Luebke | Jan 19, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Monthly Client Newsletter December 2020 Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right...