Ownership Of Digital Assets Can Be Dubious After Death Does your estate plan protect your digital assets? Most folks know what physical assets are and how important it is to protect them, but did you realize things like online bank and brokerage accounts, digital photo galleries, as well as email and social media accounts need
Life Insurance Policy Audit and Review
Life Insurance Is An Important Asset Which Should Be Managed! Based on a study by the National Association of Insurance Commissioners, over 60% of people who own life insurance are not sure what the policy provides, and 29% admitted that they needed more insurance! Today’s life insurance policies are complex financial instruments and should be
TRENDS IN TRADING: The ETF vs The MUTUAL FUND
TRENDS IN TRADING: The ETF vs The MUTUAL FUND Cory Lyon, TFG Financial Advisors There is a rivalry that is forming in the investment world bigger than the Lakers vs the Celtics or the Yankees vs the Red Sox. It is the ETF vs the Mutual Fund. While many investors are familiar with Mutual Funds,
Have Hedge Funds Lived Up to The Hype?
Have Hedge Funds Lived Up to The Hype? Cory Lyon, TFG Financial Advisors Recent studies show that investors continue to pour money into hedge funds, which have now hit a record $3+ trillion. Despite ample evidence of their underperformance, hedge funds continue to attract great attention from investors. But one has to wonder why, in
Does Bitcoin Belong In A Well Rounded Investment Portfolio
Does Bitcoin Belong In A Well Rounded Investment Portfolio? Cory Lyon, TFG Financial Advisors Having a good investment portfolio is part patience and part understanding the current state of the economy. An important piece of the puzzle is: where is the money and where is it going? The latest wave of curiosities comes in digital
Blended Families Are Special With Special Estate Planning Needs
Blended Families Are Special With Special Estate Planning Needs The Pew Research Center reports that there is a growing complexity and diversity within American families today – it’s not unusual for a family to include several children from prior marriages. The Census Bureau calls a “blended” family a household with a step-parent, step-sibling, or half-sibling.
Tax Breaks and Estate Planning Tips if Caring for an Elderly Parent
Your parents getting older and so are you – welcome to the sandwich generation! It’s not uncommon for adult children with children of their own to be supporting their aging parents and in-laws in the new millennium. If you’re in this position, keep in mind that the adult-dependent exemption has been removed by tax reform
Have you taken state estate taxes into account?
Have you taken state estate taxes into account? The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, with inflation-adjustments projected to raise it to $11.18 million for 2018.This means federal estate taxes are a concern for fewer families, at least in the short term. (The doubled exemption expires December 31, 2025.) But
Life Insurance Policy Audit and Review
Life Insurance Is An Important Asset Which Should Be Managed! Based on a study by the National Association of Insurance Commissioners, over 60% of people who own life insurance are not sure what the policy provides, and 29% admitted that they needed more insurance! Today’s life insurance policies are complex financial instruments and should be
Special Needs Trusts
Take care of a loved one who has special needs with an SNT Special needs trusts (SNTs), also called “supplemental needs trusts,” benefit children or other family members with a disability that requires extended-term care or that prevents them from being able to support themselves. This trust type can provide peace of mind that your
