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Wealth Advisor

Yes, Your Family Needs Asset Protection Planning

If you’re like most people, when you hear “estate planning” or “asset protection planning,” you think of someone like JR Ewing of the 1978 show Dallas, Bill Gates, or the Kennedys. WARNING:  Common Misconception A very common misconception is only wealthy families and...

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Three Top Reasons to Update Your Estate Plan in 2014

Make this your top New Year’s resolution — update your estate plan this year. If you didn’t update your estate plan last year when the federal tax laws changed, 2014 is the year to make some important changes in it. Alterations to tax laws can definitely impact your...

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Planning with Execution

Financial planning has become a generic term. You find it mentioned across media channels from banks to brokerages to accounting firms to personal finance. While the term itself may be diluted, planning is the first step in securing your long-term security. But this...

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Life Expectancy and Health Care Planning

The aging, healthcare and special needs conversation is vitally important to you and your family. Except for government employees and Social Security, retirement plans that pay benefits until death are pretty much a thing of the past. Plus, people today are living...

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Why Estate Planning Is Still Important

Did you know that April is National Financial Literacy Month? This is the perfect time to sit down with your loved ones to discuss your financial and estate planning objectives.  To help you move the discussion forward, we would like to suggest three action items: (1)...

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What the New Tax Law Means to You

The law passed to deal with the so-called “fiscal cliff” included revisions to estate, gift and generation-skipping transfer (“GST”) tax laws and income tax laws that will affect estate planning for the foreseeable future. In this edition of The Wealth Advisor, we...

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Wealth Counselor

Asset Protection Planning for the Modern Client

Only the very wealthy and those in high-risk professions need asset protection planning, right? That’s a myth. In reality, we all need asset protection.  Why?  Because we all can be sued and lose everything we have.  A car accident, business failure, foreclosure,...

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How to Protect Inherited IRAs After the Clark v. Rameker Decision

In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are not “retirement funds” within the meaning of federal bankruptcy law. This means they are therefore available to satisfy creditors’ claims. ...

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How to Avoid a Basis Management Disaster

Many of us in the legal, financial and accounting worlds discover our new clients’ well-intentioned, yet disastrous, plans after the fact.  The widow has already transferred her house into her children’s names or an inherited IRA is drained to pay for a Porsche. ...

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Portability and Married Couples: No Downside

Portability laws and the opportunities they create have significantly increased advisors’ roles in estate planning. No longer is the standard credit shelter trust (with QTIP or outright distribution to spouse) the only way for married couples to plan. Now, CPAs,...

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Three Simple Ways to Sell Complex Solutions

When it comes to financial and wealth planning issues, more often than not, people go to a professional they trust. They may be working with a financial planner, CPA, agent, or banker, but when trust and estate concerns arise, clients need their trusted advisor to...

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BUCKLEY LAW

For the things that matter.

LEGACY PLANNING…ASSET PROTECTION…WEALTH PRESERVATION…SINCE 1991
1277 KELLY JOHNSON BOULEVARD, STE. 250
COLORADO SPRINGS, COLORADO 80920
(719) 447-8797
Copyright © 2012 Buckley Law

Recent Blogs

How to Avoid a Basis Management Disaster

Many of us in the legal, financial and accounting worlds discover our new clients’ well-intentioned, yet disastrous, plans after the fact.  The widow has already transferred her house into her children’s names or an inherited IRA is drained to pay for a Porsche. ...

read more

Archives

BUCKLEY LAW

For the things that matter.

LEGACY PLANNING…ASSET PROTECTION…WEALTH PRESERVATION…SINCE 1991
1277 KELLY JOHNSON BOULEVARD, STE. 250
COLORADO SPRINGS, COLORADO 80920
(719) 447-8797
Copyright © 2012 Buckley Law