Wealth Management Exchange - Articles -

Life Insurance May Add Liquidity In Estate Planning

no@spam.com (Randy Fox) — Mon, 09 Nov 2009 08:17:27 MST

Much family wealth is comprised of illiquid assets. It may be a family business, real estate holdings, collectibles or other assets. Lack of liquidity always makes distribution of an estate evenly among heirs more difficult. One solution may be life insurance.

Planning for Collectibles In The Family Portfolio

no@spam.com (Randy Fox) — Mon, 31 Aug 2009 09:46:41 MDT

Most collectors don't discuss their collections with their investment advisors but this asset class sorely needs attention. For many families, normal collections may represent around 10% of total wealth.

Asset Protection Planning to Safeguard Your Wealth

no@spam.com (Randy Fox) — Tue, 05 Aug 2008 11:17:28 MDT

The purpose of a good asset protection plan is to safeguard your wealth from unwarranted claims of predators and creditors and to keep a nest egg amount of money safe if your financial world blows up.

Estate Planning in Uncertain Times

no@spam.com (Randy Fox) — Wed, 14 May 2008 06:15:57 MDT

This is not the first time in history that the economy has faltered. And it won't be the last. If some of your wealth has been eroded or is in jeopardy, it is more important than ever to assure that what remains of it is distributed to your heirs and beneficiaries as efficiently and effectively as possible.

Estate Planning Strategy: The Charitable Life Estate

no@spam.com (Randy Fox) — Tue, 18 Mar 2008 14:43:43 MDT

A Charitable Life Estate is a gift agreement between a donor and a charity, involving either a residence or farm.The donor gifts the property to charity but retains the right to live in the property, usually until death. This estate planning tool carries many tax and other benefits.