What About Wealth? Tuesday, January 17, 2012
What About Wealth? During this inaugural show Rich and Rick will explore a myriad of questions about wealth – how to make it, protect it, invest it, pass it on effectively, and leave a legacy. Wealth...
View ArticleWhat About This $5 Million “Gift” From Congress?
Did you know the amount of money you can transfer tax free to your heirs is the highest it has ever been in history -($5,120,000)? Rick and Rich will explore the best time and the best ways to transfer...
View ArticleEstate Planning 101 – What We Wish Every Client Knew Before they Walk in the...
What is estate planning? Who needs it? How do you know where to start? How do you know when you’re finished? When do you need a trust? When is a Last Will and Testament enough? What are powers of...
View ArticleCharitable Planning
Did you know that you can set up a type of family foundation in just a few minutes and for very little cost and that contributions to this entity are fully deductible? Did you know that a significant...
View ArticleEstate Planning vs. Dynasty Planning
Rick and Rich explore the difference between “Estate Planning” and “Dynasty Planning.” Traditional Estate Planning is focused on the financial consequences of death. Effective Estate Planning can...
View ArticleBusiness Partnerships - Landmines and Opportunities
Rick & Rich explore Business Partnerships and the critical role they play in Family, Business, and Dynasty Estate planning. There are many myths and misconceptions about partnerships. Limited...
View ArticleWhy Do Billionaires Buy Life Insurance?
WHY DO BILLIONAIRES BUY LIFE INSURANCE? Don’t they have enough money already to protect their heirs? What do they know that we don’t? Why do estate planners always talk about life insurance? Are they...
View ArticleSale to a Defective Grantor Trust
The Sale to a “Grantor Defective Trust” has become a classic tactic in better built estate plans. It can be highly effective in rescuing assets from taxation at death. But the defective trust is...
View ArticleEntry Level Estate Planning
What about ordinary people like me who don’t have millions and millions of dollars? What kind of planning is appropriate and necessary? I want to be responsible and do enough, but not too much. If I...
View ArticleBasic Income Tax Planning
Given that April 17th is coming right up (Yep - its April 17th this year since the 15th is a Sunday and the 16th is D.C. Emancipation Day- huh?) - Rich and Rick will discuss all kinds of income tax...
View ArticleFix is In -- Guaranteed Retirement Income Vehicles
In a recent study, of those aged 44 to 49 who are married with dependents, those who fear outliving retirement assets more than death is 82%! Do you wish you had income for retirement that was...
View ArticleWhat is a Captive Insurance Company anyway, and why would I want one?
Every business has risk, and every risk has a cost. The question is, how do we pay that cost? Most business owners ignore the cost or assume it is not there. As a result, we pay taxes on such costs....
View ArticleCare for Life
How do we measure the meaning of wealth beyond its spending power? Have you noticed that wealth will expose who we really are - that it brings out both the best and the worst in us? If we are effective...
View ArticleWealth Planning Mistakes
Why do otherwise smart people sometimes do dumb things with their money? Have you ever done something with your finances that seemed like a good idea at the time, only to discover when it was too late...
View ArticleLife Insurance as an Asset Class
Is life insurance just an expense, or can it be an investment or an asset? If it is an asset, what kind of asset is it? How can it be an asset when the benefit is not realized until after someone dies?...
View ArticleIRA’s - Tax Trap or Opportunity?
Under the right conditions, retirement planning with qualified tax deferred vehicles like an IRA or 401k is highly beneficial. Under the wrong circumstances, it is a tax disaster. The rules for...
View ArticleWealth Issues in the News
The current political and tax situation is volatile. Politicians have little restraint and less accountability for their spending. It is hard to predict what the taxing authorities are going to do....
View ArticleSeven Strategies To Protect Your Wealth From Creditors, Predators, and the IRS
Rich Bloomfield will interview Rick Durfee about his seven strategies for protecting wealth from creditors, predators and the IRS. Rick Durfee has been an attorney working in this arena of the law for...
View ArticleWill Congress Nationalize Retirement Plans?
Are the politicians going to nationalize retirement plans? Rumors have been flying that they may. It may be more valid to ask, have they already done so? Is your money safe from government control in...
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