Twitter Updates for 2010-07-28

  • Unlike an IRA, a 401k will automatically transfer to a surviving spouse no matter who the designated beneficiary is. #
  • Is a Charitable Remainder Trust Right For You?: http://EzineArticles.com/4710561 #

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Inheritance Rules With a 401k

Unlike an IRA, a 401k will automatically transfer to a surviving spouse no matter who the designated beneficiary is.

Twitter Weekly Updates for 2010-07-25

  • is looking to meet Financial Advisors, Life Insurance Agents, and CPA's in Broward County, Florida. #
  • Small business owners have most assets tied up in their business, yet they have no plan as to how to get those assets back to their family. #
  • Why haven't you had your will and other estate planning documents drafted yet? #

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Twitter Updates for 2010-07-23

  • Why haven't you had your will and other estate planning documents drafted yet? #

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Twitter Updates for 2010-07-20

  • Small business owners have most assets tied up in their business, yet they have no plan as to how to get those assets back to their family. #

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Twitter Updates for 2010-07-20

  • Small business owners have most assets tied up in their business, yet they have no plan as to how to get those assets back to their family. #

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Twitter Updates for 2010-07-19

  • is looking to meet Financial Advisors, Life Insurance Agents, and CPA's in Broward County, Florida. #

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Charitable Remainder Trust

The Charitable Remainder Trust (CRT) allows you to gift your property to charity, protect it from your creditors, save taxes, receive lifetime income, and still leave your heirs whatever amount you gifted to charity. As the trust grantor, you select a tax-exempt charitable organization as the beneficiary of the CRT. By funding the trust, you are making a charitable donation and are earning a tax deduction. As the lifetime income beneficiary, the trust will pay you an annual income. It’s the best of both worlds and a simple vehicle for protecting your assets.

Twitter Weekly Updates for 2010-07-18

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Twitter Updates for 2010-07-17

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