Search Results for: ira

Essentials of Estate Planning
Estate Planning Essentials: Estate Plan: Formal written instructions for your family, doctors, and others regarding your: Property Finances Family It also empowers individuals to act on your behalf.  It keeps you in charge as long as you are alive and well. It minimizes the need for guardianship or probate. Powers of Attorney: Grants somebody else […]
Eminent Domain in Oklahoma, What To Do When They Want to Condemn My Property
Eminent Domain Guide for Land Owners, By Harlan Hentges & Richard Winblad If you’re reading this, somebody probably wants to take all or part of your property to build a road, pipeline, power line, or something else on your land, and you would prefer they went elsewhere. You’re not alone. Many people have been in […]
Estate Planning Essentials, What Are the Basic Things I Need?
Estate Planning Building Blocks No matter how simple or sophisticated, every Estate Plan  should have these 3 Essential Building Blocks: Last Will and Testament: This Document’s job is to tell the Probate Court Who is to receive property from your estate (Probate Property) Who is in charge of your estate (Executor or Personal Representative) What […]
IRAs, 401ks, TSPs, Spouse’s and Kid’s Inheritance
In this workshop you will discover why just using a beneficiary designation may lead for trouble for your kids or your spouse.  Discover how to extend the tax deferred benefits of an IRA, 401k or TSP.  Learn how to protect this asset from creditors and predators such as divorcing spouses.
Fall Break Estate Planning Events for Educators
Fall Break is a perfect time to learn about how to create an Estate Plan.  All events are informational and free of charge.  Those who participate will be entitled to special pricing opportunities.  Learn about: Wills Trusts Advanced Healthcare Directives Powers of Attorney How to make sure that your plan works with your IRA, Bank […]
IRAs and Your Kids, How to Protect It After It is Inherited
Without planning, your IRA is subject to several risks including loss to bankruptcy, creditor and divorce.  Many children may cash out IRAs and lose the opportunity for cash deferred growth. Hear how Heidi lost a $300,000 inherited IRA because it wasn’t protected. You can protect against these consequences. Presented by Richard W
Inherited IRA how to Stretch & Protect it for Your Kids
Without planning, your IRA is subject to several risks including loss to bankruptcy, creditor and divorce.  Many children may cash out IRAs and lose the opportunity for cash deferred growth. Hear how Heidi lost a $300,000 inherited IRA because it wasn’t protected. You can protect against these consequences. Presented by Richard Winblad,
Protect your IRA from Your Kids’ Creditors and Their Poor Choices
Don’t Leave Your IRA to Your Kid Outright IRAs are wonderful investments.  Many people want to leave unused funds to their children.  They simply name their kids as a beneficiary and think that everything is set.  Many fail to understand that merely naming the children as beneficiaries may result in the loss in the value […]
Protect Your IRA for Your Kids & from Their Creditors
Want your Kids to Inherit Your IRA? If You Don’t Plan, this could happen: Your kids can cash out your IRA. Your IRA isn’t safe from your kid’s bankruptcy, divorce or creditors. Your IRA might end up in probate court, even if you have a trust. But with planning your IRA can be a continuing […]
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