Posts Tagged Beneficiary

  • Valuing Non - Cash Gifts Made During Your Lifetime Valuing Non – Cash Gifts Made During Your Lifetime

    By Curt Ford Nash Nash Bean & Ford For taxpayers who have a moderate to large estates, one estate planning tactic that is often used is to make gifts during the taxpayer’s lifetime in order to reduce the value of the estate at the time of death. Making lifetime gifts also allows the perso...

  • Your Advocacy Connection - Offering Comprehensive Care and Financial Advocacy Your Advocacy Connection – Offering Comprehensive Care and Financial Advocacy

    By Beth Maxwell GolderCare Solutions When contemplating the topic I should write about for this month’s column, I began to think of the misconceptions many people have about Medicare and the benefits Medicare provides. Most of us clearly understand that Medicare is an extremely importan...

  • How to Avoid Estate Planning Minefields: You Don’t Know What You Don’t Know How to Avoid Estate Planning Minefields: You Don’t Know What You Don’t Know

    By Curt Ford Nash Nash Bean & Ford Some things seem like they should be easy--and they are easy. However, some things simply appear easy--even when they are very difficult. The problem with some complex responsibilities is that they may seem simple on the surface, yet they may be very diffi...

  • Your Social Security

    by Sharice L. Edwards Social Security Acting District Manager, Davenport Iowa BECOMING A PAYEE MAY BE THE BEST WAY TO HELP If a loved one, friend or neighbor receives Social Security or Supplemental Security Income (SSI) benefits but is no longer physically or mentally able to take care of hi...

  • What Every IRA Owner Should Know What Every IRA Owner Should Know

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor We recently acquired a new publication titled “What Every IRA Owner Should Know” This booklet provides tips and strategies to help you make the most of your hard-earned assets. IRAs along with other retireme...