Posts Tagged ‘taxes’


Estate Planning : Living Trust vs Will

What is the difference between a living trust and a will? A will makes sure that an individual’s wishes are spoken for after death, living trusts are more complex and used during life. Learn about living trusts vs. wills from a registered financial consultant (RFC) in this free personal finance video. Expert: Patrick Munro Contact: [...]

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Estate Planning: The Problems with Joint Tenancy

Attorney, Dwight Tompkins, discusses how the use of Joint Tenancy creates multiple problems for married couples, widows and widowers. He explains how Joint Tenancy is not a true estate plan, but a way to hold title. Various tax and creditor-related problems occur when Joint Tenancy is used in place of an effective estate plan. Duration [...]

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Estate Planning : Estate Planning Final Disclosure

Estate planning requires frequent updating of final disclosure. Learn about estate planning final disclosure from a registered financial consultant (RFC) in this free personal finance video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer [...]

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Estate Planning : What it Takes to Be an Estate Planner

A good estate planner is required first and foremost to be a good communicator. Learn the requirements to be an estate planner from a registered financial consultant (RFC) in this free personal finance video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial [...]

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Death Taxes | Colorado Wills & Trusts 101

Denver Elder Law Attorney Richard Hughes explains the death taxes to which many estates are subject and how you can avoid them using smart estate planning strategies. Duration : 0:5:41 Recommended ReadingFinancial Retirement Planning, A First LookBaltimore MD Personal Injury Bankrutcy and Criminal Defense Lawyers Nathanson & PommettFlorida Residency Saves TaxesDorwart Charles E PC LLO [...]

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