Contact Us:   ☎ (602) 795-8000   ☎ (866) 964-5863  |  info@familytreeplanning.com

  • BLOG
    • Featured
    • Trending
    • Estate Planning
    • Wealth Managment
    • Personal Finance
    • Money
    • Retirement
    • Insurance
    • Business Review
    • Travel
    • Tips
  • LIVING TRUST
    • Living Trust Seminars
    • Event Registration
  • RESOURCES
    • Estate Planning Forms
    • Tax Forms
    • Glossary of Terms
    • Living Trust Seminars
    • Events

      Register for a Living Trust Seminar in a City Near You!

    • Make Online Payments
  • OUR TEAM
    • Our Team
    • Open Positions
    • Living Trust Seminars
    • Event Registration
    • FTP Consultant Forms
Family Tree Estate Planning | Family Tree Planning
  • ESTATE PLANNING
    • Estate Planning Forms
    • Living Trust Seminars

      Join us for a Living Trust Seminar for Lunch or Dinner! Space is limited, please RSVP.

      • Living Trust Seminars

        Join us for a Living Trust Seminar for Lunch or Dinner! Space is limited, please RSVP.

    • Seminars
  • SERVICES
    • Events
  • CONTACT
    • Open Positions
    • Events
  • FAQ’s
  • BLOG
    • Featured
    • Trending
    • Estate Planning
    • Wealth Managment
    • Personal Finance
    • Money
    • Retirement
    • Insurance
    • Business Review
    • Travel
    • Tips
  • LIVING TRUST
    • Living Trust Seminars
    • Event Registration
  • RESOURCES
    • Estate Planning Forms
    • Tax Forms
    • Glossary of Terms
    • Living Trust Seminars
    • Events
    • Make Online Payments
  • OUR TEAM
    • Our Team
    • Open Positions
    • Living Trust Seminars
    • Event Registration
    • FTP Consultant Forms
  • ESTATE PLANNING
    • Estate Planning Forms
    • Living Trust Seminars
      • Living Trust Seminars
    • Seminars
  • SERVICES
    • Events
  • CONTACT
    • Open Positions
    • Events
  • FAQ’s

Family Tree Estate Planning

November 22, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

November Trust and Estates Litigation Advisory

Since our last newsletter, there has been one significant development in the Probate and Family Court, and one decision of note. First, effective as of…

Read More 0
featured-image-7330-jpg
November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

6 Things to Think About When You Get a Pension Payout Offer

Before you take a lump sum or lock in monthly payments, carefully consider the consequences for you, your spouse and your heirs. Once you make…

Read More 0
featured-image-7332-jpg
November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

3 Tax-Planning Ideas to Help Take the Bite Out of RMDs

Required minimum distributions can be the bane of many IRA owners’ existence. But there are a few creative ways to reduce your income tax burden,…

Read More 0
featured-image-7353-jpg
November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

8 Financial Conversation Starters for Thanksgiving Table Talk

Need a few safe topics to chat about while passing the turkey? Or would you rather stir things up a bit? Here are eight retirement…

Read More 0
featured-image-7355-jpg
November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Roundup: Best Black Friday and Thanksgiving Deals at Top Retailers 2017

Here’s a roundup of doorbusters and deals from Walmart, Costco, Best Buy, Toys R Us, Home Depot, Lowe’s and Amazon.

Read More 0
featured-image-7357-jpg
November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

What You'll Pay for Medicare in 2018

The standard premium for Medicare Part B won’t change next year, but some recipients will still end up paying more.

Read More 0
featured-image-7366-jpg
November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Things to Buy on Black Friday 2017

Black Friday has evolved into more than just a single day of big sales. Doorbusters and deals now start rolling out on Thanksgiving (often earlier),…

Read More 0
featured-image-7371-jpg
November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The 15 Best REITs for Retirement Income

Few asset classes are better suited to retirement portfolios than real estate. If managed sensibly, a portfolio of real estate investment trusts (REITs) can provide…

Read More 0
November 22, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

House and Senate Legislators Take Significant Steps Toward Tax Reform

On Thursday, November 16, 2017, House and Senate legislators took significant steps towards achieving the most extensive tax reform in over a decade, with the…

Read More 0
November 21, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Estate and Gift Tax Audits: TIGTA Report Exposes Need for Improvement

While proposals for the eventual elimination of the estate tax are being hashed out in Congress, the IRS effort of auditing estate tax returns continues…

Read More 0
featured-image-7256-jpg
November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Wealth: The Ultimate Magnifying Glass

Having substantial wealth certainly makes your finances more complicated, but it can also magnify already complex family relationships and dynamics.

Read More 0
featured-image-7261-jpg
November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Black Friday Deals at Home Depot and Lowe's 2017

Look for bargains on appliances, tools and holiday decor at the home improvement chains during Black Friday sales.

Read More 0
featured-image-7263-jpg
November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The Problem with Your 'Magic' Retirement Number

Calculating how much to save for a secure retirement has one major flaw: To do the math, you have to rely on averages. The problem?…

Read More 0
featured-image-7265-jpg
November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best States to Move to in 2018 for Lower Taxes

Where you live and work can have a big tax impact on your paycheck.

Read More 0
featured-image-7294-jpg
November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Will Santa Claus Visit Wall Street This Year?

Tax cuts are the biggest wild card that could make or break a year-end rally

Read More 0
featured-image-7309-jpg
November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Things to Be Thankful for This Holiday Season

We won’t torment you with all the things going wrong in the world as you sit down to turkey with all the fixings. But how…

Read More 0
November 21, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Trusts and Estates Newsletter 2017

After months of delay, the Connecticut General Assembly passed, and the Governor signed in large part, a budget bill in the last days of October.…

Read More 0
November 21, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Play It Again: No Contest Clauses Must Be Referenced In Each California Trust Amendment

No contest clauses are an ever-evolving area of the probate law in California. The Court of Appeal further refined the rules governing no contest clauses…

Read More 0
November 20, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

House Passes Tax Cuts and Jobs Act: How the Senate Proposal Compares

On November 2, 2017, the House Ways and Means Committee (the “House Committee”) released its plan for comprehensive tax reform: the “Tax Cuts and Jobs…

Read More 0
November 20, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

2018 Inflation Adjustments to Transfer Tax Items

The IRS released its 2018 tax adjustments – the following table summarizes the transfer tax adjustments. Note that some of these adjustments will become moot…

Read More 0
November 20, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

5 Considerations in Choosing a Special Needs Trustee

Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the…

Read More 0
featured-image-7189-jpg
November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

4 Questions Every Do-It-Yourself Investor Should Ask

A “no” answer to any of these questions means you’d probably be better off with a little professional help.

Read More 0
featured-image-7191-jpg
November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

6 Mistakes to Avoid When Planning Your Retirement

Even if you’ve saved every penny you need to retire, you’re nowhere near being done preparing for retirement. Here are some critical issues other than…

Read More 0
November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 More Simply Safe Dividend Stocks for Retirement

Permalink — https://www.kiplinger.com/slideshow/investing/T052-S015-10-more-simply-safe-dividend-stocks-for-retirement/index.html URL of source article. Date — November 20, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

Read More 0
November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Costco Kirkland Products to Buy for the Holidays

Permalink — https://www.kiplinger.com/slideshow/spending/T062-S001-best-costco-kirkland-products-for-the-holidays/index.html URL of source article. Date — November 20, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

Read More 0
featured-image-7204-jpg
November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Walmart Black Friday Doorbusters and Deals 2017

Prices are already rolling back at Walmart, but the real Black Friday deals start on Thanksgiving.

Read More 0
featured-image-7230-jpg
November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 "Unloved" Value Funds to Consider Buying Now

Some years, it hardly seems to matter whether you invest in growth or value strategies – all stocks move up together, or all stocks move…

Read More 0
featured-image-7182-jpg
November 19, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Buy's Best Black Friday Doorbusters and Deals 2017

It’s all about cheap TVs, tablets and laptops during the electronics retailer’s Black Friday sales, naturally.

Read More 0
November 18, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Using the Right Entity is Key to Successful Agribusiness

Are you using the right business entity for your farm or other agribusiness? I have worked with too many clients who have paid additional tax…

Read More 0
November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 Wise Decisions You Can Make on Social Security Right Now

Don’t wait until you’re ready to retire to figure out your best strategy for claiming Social Security benefits. Looking into options well in advance makes…

Read More 0
November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Will You Spend Less in Retirement Than You Think?

It’s smart to budget for inflation. But if you’re overly conservative, you may be setting yourself up for a less fun retirement or years longer…

Read More 0
November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Toys R Us Black Friday Doorbusters and Deals 2017

Stores are open Thanksgiving Day, but don’t expect bargains on many of the hottest holiday toys during Black Friday sales.

Read More 0
November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Things to Buy at Dollar Stores for the Holidays 2017

Permalink — https://www.kiplinger.com/slideshow/spending/T062-S001-best-things-to-buy-at-dollar-stores-holidays-2017/index.html URL of source article. Date — November 17, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

Read More 0
November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Caring for a Parent From Far Away

Caregiving for an elderly parent or relative is especially hard for the nation’s seven million long-distance caregivers.

Read More 0
November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

32 Companies That Amazon Could Ruin

Amazon.com (AMZN) has brought pain and misery to numerous companies since its founding in 1994. This well-documented phenomenon really picked up the pace over the…

Read More 0
November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

When to Take Your First Required Minimum Distribution From an IRA

You may be able to postpone taking your first required distribution from an IRA until the following year, but that can trigger a bigger tax…

Read More 0
November 17, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Closely Held Businesses: You Make the Plan, or a Plan Will Be Made For You

Who is the Better Planner for Your Affairs: You or the State? Planning for succession of a closely held business is a lot like making…

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Family Offices Market Intelligence: Developments in Family Offices – Q3

The ultra-wealthy are allocating more of their money to equities and less to hedge funds and real estate this year, a survey of family offices…

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 Ways to Better Connect with Female Investors

Some financial advisers are missing the boat when it comes to helping women with their money. Here are some ways they’re coming up short, and…

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Investment Patience is a Virtue

Investors who can keep their focus on the long term when others get distracted (and distressed) by short-term drama should see their patience rewarded down…

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Investments That Should (And Shouldn't) Go Into Your IRA

An Individual Retirement Account (IRA) is a tax-advantaged home for your retirement investments. Spared annual interruptions by the IRS to collect taxes on your earnings,…

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Dividend Growth Stocks for 2018

Dividend growth stocks have obvious appeal. After all, dividend investing is based on buying and holding a stock for the payouts. So if a company…

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Costco Black Friday Doorbusters and Deals 2017

The warehouse club is promising big Black Friday sales on top of its members-only prices.

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Kiplinger's Favorite High-Yield Dividend Stocks

These four picks are well suited for many income investors including retirees.

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

2018 Retirement Contribution Limits for 401(k)s and IRAs

Some savers can contribute more to their retirement nest eggs in 2018.

Read More 0
November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Rates Due for Moderate Increase

Kiplinger’s latest forecast on interest rates

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

On Again / Off Again – Estate Tax Repeal Efforts

The Senate version of the Tax Cuts and Jobs Act includes the House Bill’s increases in federal estate and gift tax exemption amounts – doubling…

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Bad Blood Among Late Developer’s Heirs Jeopardizes Real Estate Mega-Deal

A New York real estate deal valued at close to $1 billion came to a grinding halt when the underlying animosities between a late developer’s…

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

QLACs: A Secret Weapon to Help Reduce RMDs

Worried about taxes and making your money last through retirement? A qualified longevity annuity contract (QLAC) could be a possibility to consider.

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Gifting a Life Insurance Policy to a Charity

One often-overlooked way to magnify your magnanimous charitable donation is to consider gifting an unneeded life insurance policy. Your gift can also come with some…

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

3 Cheap Funds to Build an Unstoppable Portfolio

Index funds are a great way for investors of all skill levels to build or enhance their portfolios. These days, with investors being increasingly cost-conscious, low-cost…

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

8 Things You Must Know About Retiring to Florida

As you sit there mulling a retirement in the South, approximately 1,000 people are already on their way to Florida today with all their household…

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Penny Stocks: Why You Should Always Stay Away

With the exception of some large foreign firms, investors should generally avoid stocks that trade over-the-counter.

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Amazon Black Friday Doorbusters and Deals 2017

Some of the biggest Black Friday and Thanksgiving savings on Amazon.com are on Amazon products.

Read More 0
November 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Stocks That Warren Buffett Is Buying and Selling

Christmas comes four times a year if you’re a fan of Warren Buffett. Thanks to regulatory requirements, acolytes get a peek at what stocks the…

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

The Impact On U.S. Corporations If The House's "Tax Cuts And Jobs Act" Passes

We drafted a tax alert that addresses the impact of the much anticipated “Tax Cut and Jobs Act” (H.R. 1) on the taxation of U.S.…

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Federal Tax Reform May Affect Estate Planning

On November 2, the House Ways and Means Committee released a draft tax reform bill known as the Tax Cuts and Jobs Act. The Senate…

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Tax Cuts and Jobs Act Update: Key Differences Between the House and Senate Bills

The Senate Finance Committee Chairman’s Mark for the “Tax Cuts and Jobs Act,” released Nov. 9, describes in detail the Senate tax bill and is…

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Aiding & Abetting Fiduciary Breach – What is “Knowing Participation” by South Carolina Professionals?

The South Carolina Supreme Court recently clarified liability for aiding and abetting a breach of fiduciary duty. In Bennett v. Carter, 2017 WL 5163467, the…

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Don't Leave Your Surviving Spouse in Dire Straits

The death of a spouse has wide-ranging financial ramifications. Here are eight moves you could make right now to help ease some future burdens on…

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Will Your Holidays Be Filled with Gobble, Gobble or Squabble, Squabble?

The holidays are upon us, which can mean more time with family. If you are like me, visions of family fun, laughter and joy are…

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Best Energy Stocks to Buy for the Dividends

Permalink — https://www.kiplinger.com/slideshow/investing/T018-S001-7-best-energy-stocks-to-buy-for-the-dividends/index.html URL of source article. Date — November 14, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Most-Overlooked Tax Breaks for Investors

With Congress attempting the most sweeping overhaul of the nation’s tax laws in a generation, this could be your final chance to take advantage of…

Read More 0
November 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Land a Retail Job for the Holiday Season

Retailers will add hundreds of thousands of seasonal workers for the holidays. How to find a job–and possibly turn it into a permanent position.

Read More 0
November 13, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Serving as a trustee: What is the job description?

You may have had conversations with family members about whether you would be willing to serve as a trustee of a trust for the children…

Read More 0
November 13, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

A Last Will And Testament Can Always Be Changed (Before Death)

It is a fundamental principle of law that a Last Will and Testament duly signed and witnessed is binding on no one until the person…

Read More 0
November 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Hurricanes Shed Light on Inadequate Insurance Coverage

Did you know that standard homeowner policies don’t cover flooding from heavy rains? And that people who don’t live in flood zones file water-damage claims…

Read More 0
November 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

To Retire, Mind Your P's: Purpose, Planning and Procrastination

Focusing on those three basic concepts will keep you out of trouble, even if you’re in the “retirement red zone.”

Read More 0
November 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

50 Dividend Stocks You Can Count On in 2018

The Dividend Aristocrats are companies in the Standard & Poor’s 500-stock index that have hiked their dividends every year for at least 25 consecutive years.…

Read More 0
November 10, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

The Estate Tax is Dead – Long Live the Repeal?

On November 2, 2017, a bill called the “Tax Cuts and Jobs Act” was introduced to the United States House of Representatives. The bill seeks…

Read More 0
November 10, 2017  |  By Family Tree Estate Planning  |  In Estate Planning, Trending

How Could a Tax Change Affect You? This Is What the Senate and House Propose

Here’s a guide to the issues that consumers are likely to face, from tax brackets and alimony to electric cars and moving expenses.

Read More 0
November 10, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Best Financial Benefits for Military Families

Permalink — https://www.kiplinger.com/slideshow/saving/T065-S000-10-best-financial-benefits-for-military-families/index.html URL of source article. Date — November 10, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

Read More 0
November 10, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How to Motivate Your Kids to Save and Invest: The Rule of 72

Nothing illustrates the magic power of compounding like the Rule of 72, which estimates the number of years required to double your money.

Read More 0
November 10, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Tech Stocks That Could Disappear by 2027

A decade is a long time. But it’s even longer when it comes to tech stocks, where developments come fast and furious. Think back 10 years…

Read More 0
November 10, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Where to Retire in Florida

Some cities in the Sunshine State are better suited for retirees than others.

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Estate Planning, Trending

How Could a Tax Change Affect You? This Is What the Senate and House Propose

Here’s a guide to some of the consumer-facing issues under consideration.

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Pennsylvania Supreme Court Rules Trust Beneficiaries Must Get Court Approval to Remove Trustee

Beneficiaries who want to change a trust’s corporate trustee may have a much harder time under a recent Pennsylvania Supreme Court decision. The state high…

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

This Old-School Retirement Rule No Longer Applies

Modern-day asset allocation is a lot trickier than the traditional rule of thumb that so many people go by.

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Your DIY Retirement Plan Could Be Saved by a Second Opinion

Even if you think you have your plan all nailed down, complete with detailed spreadsheets and an inflation buffer, there may be something you’re missing.

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Retail ETFs for the Holidays

The past few years have not been kind to retail stocks, with the ascension of Amazon.com (AMZN) coming at the expense of numerous brick-and-mortar stores.…

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

6 Tips to Sell Your Condo Fast

Ways to cut your costs and turn a profit on your property.

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

3 Reliable Used Cars That Are Bargains

Ford, Kia and Cadillac make affordable alternatives to popular vehicles on the used-car market.

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The Big Pension Decision Every Member of the U.S. Military Must Make in 2018

Service members who joined armed forces in recent years must decide whether to stay in the military’s old retirement system or join the new one.…

Read More 0
November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

15 Utility Stocks to Buy for Safety and Stability

To say utility stocks are less than interesting would be an understatement. Utilities are downright boring, trading almost like bonds because of their (usually) steady…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Do Not Delay Putting Your Special Needs Planning In Place

We all want to provide the best for our children, but most of us do not want to face the task of putting an estate…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

The Court of Appeals Examines the Promissory Estoppel/Statute of Frauds Relationship

In the past, New York Courts have demonstrated a willingness to apply the theory of promissory estoppel, to overcome the legal requirements of the Statute…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Estate Tax Changes Past, Present, and Future

I. INTRODUCTION – This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

So You've Been Named as Trustee…Now What?

You’ve just discovered that you’ve been named trustee of a trust. Not only are you unsure of whether you should accept, you’re also wondering what…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

4 Questions to Ask Before Adding an Annuity to Your Retirement Plan

Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How the 401(k)-IRA Rollover Thought Process Works

Every decision has a consequence. From RMDs and taxes to passing on an inheritance, go step by step to make an informed choice.

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Vanguard Funds for 401(k) Retirement Savers

Index funds have made Vanguard a 401(k) behemoth. A total of 33 Vanguard funds rank among the 100 largest funds in 401(k) assets, according to…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

25 Best Mutual Funds in 401(k) Retirement Plans

Have you checked in on your 401(k) plan lately? If you have, you may notice that your retirement savings have swollen in value, inflated by…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

100 Most Popular Funds for Your 401(k) Retirement Savings

These mutual funds have the most assets under management in 401(k) workplace retirement plans.

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Fidelity Funds for 401(k) Retirement Savers

Boston-based Fidelity is the second-biggest player in the 401(k) space, managing 20 funds that rank among the largest mutual funds in 401(k) assets, according to…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best T. Rowe Price Funds for 401(k) Retirement Savers

Many actively managed funds saddle investors with high fees and mediocre returns. But if your 401(k) plan includes T. Rowe Price funds, you’re in luck.…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best American Funds for 401(k) Retirement Savers

You may not be familiar with Capital Group, but the Los Angeles-based firm runs American Funds, which has a gigantic presence in 401(k) plans. Out…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Nvidia (NVDA) Earnings Preview: Red-Hot Chipmaker Must Post Pristine Results

Nvidia’s stock has rallied for years on AI and cloud computing, but Thursday’s Q3 earnings report is an important test.

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Best Dividend Funds for Retirement

The best dividend funds for retirement will have a combination of high yields, low expenses and a solid performance history. In other words, the search for…

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

4 Smart Moves Every 20-Something Should Make to Maximize Retirement Savings

Strategies to help you build a fat, comfortable nest egg.

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Retirees, Fend Off the Risk of Bad Returns

Keys to helping your portfolio survive a downturn.

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How to Qualify for a Health Savings Account and Trim Your Tax Bill

Health savings accounts provide a triple tax break to consumers. Contribution limits are going up slightly in 2018, but so are deductibles for eligible policies.

Read More 0
November 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Signs America's Economic Growth Will Keep Booming

Doom and gloom sells. It’s easy to tap into people’s deepest fears and cry “the sky is falling.” And sadly, we’ve seen a lot of…

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Undisclosed Foreign Accounts, Part II

The executor of a decedent’s estate has a duty to act in a prudent manner and in accordance with the law. At times, this may…

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Know What You Want in Retirement Before You Buy the Tools to Build It

Too many people go about building their retirement plan backward. They get caught up in the investment part of the plan first and figure they’ll…

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

What's the Best Financial Advice You Ever Received?

Kiplinger readers share the financial guidance that has served them best over the years.

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

We're Here to Help

In a time of great need across the country, Kiplinger steps up to offer the best financial advice we can.

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Should Ethics Determine Who You Do Business With?

Consumers seeking to do business only with ethical companies should ask these questions.

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Retailers Get Creative to Compete With Amazon

Competition from online merchants forces stores to cut prices and expand offerings.

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

8 Financial Pros Share the Money Moves You Must Make Before 2018

In a few months, you’ll likely be inundated with posts, articles and videos about how you can make 2018 the best year yet. But why…

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

9 Dividend Aristocrats of the Future

The Dividend Aristocrats – members of the Standard & Poor’s 500-stock index that have increased their annual dividend payments for 25 years or longer -…

Read More 0
November 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

What Do You Know About Tax Brackets?

Permalink — https://www.kiplinger.com/quiz/taxes/T056-S001-what-do-you-know-about-tax-brackets/index.html URL of source article. Date — November 7, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

Read More 0
November 6, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Tax Reporting for Grantor Trusts

Typically, a trust must file a separate income tax return for each calendar year. However, for most grantor trusts, filing a separate tax return is…

Read More 0
November 6, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Court Held That Statutory Probate Court Had Subject Matter Jurisdiction Over Trust Dispute

In Barcroft v. Walton, a statutory probate court entered sanctions, struck a defendant’s pleadings, and entered a default judgment against a defendant in a trust…

Read More 0
November 6, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

A Pleasant Surprise

Many commentators expected that the new tax bill would pair the repeal of basis step-up at death with the repeal of the estate tax. They…

Read More 0
November 6, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Undisclosed Foreign Accounts

Serving as Executor can at times be more of a headache than an honor. On top of a pile of paperwork and dealing with a…

Read More 0
November 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The 9 Investment Risks You Need to Guard Against

To protect your investment portfolio, it’s important to understand the different kinds of risks you’re facing.

Read More 0
November 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Dangerous Dividend Stocks to Watch

Permalink — https://www.kiplinger.com/slideshow/investing/T018-S001-10-dangerous-dividend-stocks-to-watch/index.html URL of source article. Date — November 6, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

Read More 0
November 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Japan's Stock Market Rebounds Under Abenomics

U.S. investors should take note of the rally as Prime Minister Abe’s economic policies take hold.

Read More 0
November 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

State-by-State Guide to Taxes on Retirees

Our comprehensive guide to taxes on retirement income, property and purchases, as well as special tax breaks for seniors, in every state, updated for 2017

Read More 0
November 3, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Estate Planning Inflation Adjustments for Tax Year 2018 & 2017-2018 Priority Guidance Plan

Many estate planning provisions of the Internal Revenue Code contain brackets, exemptions, exclusions, deductions, or other figures that the IRS adjusts annually for inflation. Every…

Read More 0
November 3, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

Proposed 2017 Tax Act Revealed – Death Tax Repeal Included

A summary of the proposed Tax Cuts and Jobs Act was released this morning (11/2/17) and reveals some major changes. The federal estate tax and…

Read More 0
November 3, 2017  |  By Family Tree Estate Planning  |  In Estate Planning

A Well-Planned Estate Can Quell Family Squabbles Before They Start

From Esau, who rashly traded his birthright to his twin brother Jacob for a cup of soup, to King Lear’s ill-conceived plan to leave his…

Read More 0
November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How a Patient Advocate Helps You Navigate the Medical System

This professional can sort through your care options or sort out medical or insurance snafus.

Read More 0
November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

6 Ways to Get Holiday Deals

Whether you do your shopping in stores or online, use our tips to save money this gift-giving season.

Read More 0
November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

8 Career Moves That Prove You're Finally a Grown-Up

Strategies to move forward, get ahead, and make more money.

Read More 0
November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Generate a Do-It-Yourself 2017 Tax Cut

Taxpayers can benefit by maximizing itemized deductions this year.

Read More 0
November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Only Homo Sapiens Need Apply for New 529 College Savings Tax Break

But you don’t have to wait for Congress to act to open a tax-advantaged plan to save for an unborn child or grandchild’s college education.

Read More 0
Newer
1…789…13
Older

Visit Us

Family Tree Estate Planning
6910 E Chauncey Ln
Suite 230
Phoenix, AZ 85054
(602) 795-8000

Family Tree Estate Planning, LLC BBB Business Review

Follow @FamilyTreePlan on Twitter

My Tweets

Search

Family Tree Estate Planning | Family Tree Planning
  • LIVING TRUST
  • RESOURCES
  • OUR TEAM
  • SERVICES
  • ESTATE PLANNING
  • CONTACT

Copyright ©2020 Family Tree Estate Planning. All Rights Reserved. | Made with ❤️ by Marketing Muses

Subscribe To Receive Updates

Join our mailing list to receive the latest news & updates from Family Tree Estate Planning.

You have Successfully Subscribed!

Text FTP to 38470

Join our exclusive mobile list to receive a FREE consultation from a Family Tree Planning Consultant in your home or in our offices. Text FTP to 38470 to register for a free, no obligation consultation anywhere in the state of Arizona.  If you'd like to receive our newsletter and updates from please add your email below!

You have Successfully Subscribed!