by SRP | Oct 14, 2020 | Estate Planning, Home, Videos
How to build a foundation for your estate and plan for the future. Ryan and Gabe face hard topics and offer great advice on setting up an estate...
by SRP | Oct 26, 2017 | Articles, Estate Planning
At Strategic Retirement Plans we work with each client to make sure all 5 areas of their financial plan are complete. However, many times when we begin working with new clients we find gaps in what they believe to be a complete plan. In these cases, one of the...
by SRP | Apr 20, 2017 | Articles, Estate Planning, Home
When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you. What is a...
by SRP | Apr 6, 2016 | Articles, Estate Planning, General Planning, Home
There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advanced medical directives Will Letter of instruction Living trust The last document, a living trust, isn’t always necessary, but...
by SRP | Jul 29, 2014 | Articles, Estate Planning, Home
As a result of the Supreme Court’s recent decision in Clark v. Rameker, IRA assets inherited by a nonspouse beneficiary are no longer protected from creditors in a bankruptcy proceeding. Background In 2005, the Bankruptcy Abuse Prevention and Consumer Protection...
by SRP | May 28, 2013 | Articles, Estate Planning, Home
Even in the most close-knit families, an inheritance can cause a feud if the deceased hasn’t left a detailed plan. You might be thinking, “That would never happen to my family!” Unfortunately, family feuds over inheritances are all too common. To...