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Archive for April, 2011

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PICPA Retirement Planning and Senior Citizens Financial Issues with Carlo Ferri

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PA representative Michael Vereb iand PICPA member Carlo Ferri discuss retirement planning and senior citizens financial issues. Duration : 0:9:54 Recommended ReadingFinancial Retirement Planning, A First LookEmory Financial Planning Certificate Student: Augusto GarayThe truth about your 401k – Retirement Planning and Financial SolutionsWho is the best company to go with for financial planning?Financial planning 101Succession [...]

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Farm Succession is a Process Not an Event

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That’s right, farm succession is not an event, like going to the Dentist’s office – something you probably do only when you have a tooth ache that has beaten out your usual remedies. Farm succession should be more of a life style. It should start early, is adjusted often, and be constantly in focus. Needless [...]

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Estate Planning: Trusts – Bloomberg: Your Money

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If you want to provide for your heirs and minimize estate taxes, you might need a trust. It is a legal entity that protects the money you’re leaving behind and allows you to control how those ets are distributed. Duration : 0:4:6 Recommended ReadingFinancial Retirement Planning, A First LookEstate Planning : Living Trust vs WillSeyfarth [...]

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A Look at Financial Retirement Planning

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From the point of view of farm estate planners, financial retirement planning requires a concrete strategic and savings plan. In more traditional businesses employees and owners often use an IRA, 401K or other type of investment. However, when it comes to farmers and agribusiness owners the answer to the questions, how much do you need [...]

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Estate Planning — Review Your Living Trust Every 4-5 Years

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http://www.estateplanningforyou.com Mitchell R. Miller — a tax, trusts and estate lawyer for 30 years — talks about the need for reviewing your living trust every 4 or 5 years. State and federal laws change and your circumstances may have changed. Make sure your living trust reflects these changes. Duration : 0:3:30 Recommended ReadingFinancial Retirement Planning, [...]

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