Archive for the
‘Estate Planning’ Category

Generational Financial Divide

Sep 19, 2018

College Planning, Estate Planning, Investing Insight, Lifestyle, People

Generational Financial Divide If some random person off the street handed you $10,000 in cash, no strings attached, and would pay the taxes on this windfall, what would you do with it? Researchers asked this question of people who they categorized in the Millennial generation (age 18-34), Generation Xers (age 35-54) and Baby Boomers (over […]

Last Call for HARP

Jun 18, 2018

Bob Veres

Estate, Estate Planning, Lifestyle

Last Call for HARP One of the most beneficial consumer rescue programs from the Great Recession era is about to expire. The Home Affordability Refinance Program—known as HARP—was passed by a bipartisan Congress in 2009, to enable borrowers who were under water on their homes, or close to under water, to refinance into more affordable […]

Common Estate Planning Mistakes

Oct 30, 2017

Bob Veres

Estate, Estate Planning, Money

Common Estate Planning Mistakes The most common way to transfer assets to your heirs is also the messiest: to have a will that is so out of date that it doesn’t relate to your property or estate, to have your records scattered all over the place, to have social media, banking and email accounts whose […]

Test Your Estate Strategy Knowledge

Mar 20, 2017

phil

Estate, Estate Planning

Tax Rules When Selling Your Home

Oct 10, 2016

phil

Estate, Estate Planning, Tax, Taxation

Tax Rules When Selling Your Home – How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home, or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived in your home […]

Four Steps to Valuing an Estate

Sep 05, 2016

phil

Estate, Estate Planning

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ HOW TO ASSESS THE VALUE OF AN ESTATE Select the date of calculation. Because values move up and down, you need to set a specific date for a valuation. For a living […]

Not-So-Powerful Powers of Attorney

Jun 27, 2016

phil

Estate Planning, Lifestyle, Retirement Planning

Everybody should have a power of attorney—that is, a legal document that gives a designated individual the right to act on their behalf when making financial decisions. The power of attorney is most often used by adult children to make decisions on behalf of aging parents when they are no longer capable of making sound […]

When Protection Matters: Consider a QTIP Trust

Jun 27, 2016

phil

Estate Planning, Insurance Planning, Lifestyle, Retirement Planning

Several years ago, Jack’s father died. Jack grieved not only for his father’s passing, but also for his widowed mother who had been married to Jack’s father for 35 years. In due course, Jack’s mother remarried. However, when she eventually passed away, Jack suffered a double loss: Jack not only lost his mother, but also […]

Insuring Your Second Home

Apr 04, 2016

phil

Estate Planning, News

Vacation home sales jumped 57% to an estimated 1.13 million for the 12-month period ended December 31, 2014, exceeding the recent peak level reached in 2006.¹ When it comes to insuring your second home, you may find that the coverage you need is quite different than what you have on your primary home. The Unique […]

The Most Complicated Part of Your Estate

Mar 02, 2016

phil

Estate Planning, Investing Insight, Market Commentary, News

In recent years, a new category of assets has appeared on the scene, which can be more complicated to pass on at someone’s death than stocks, bonds and cash. The list includes such valuable property as digital domain names, social media accounts, websites and blogs that you manage, and pretty much anything stored on the […]

Fiduciary & Fee-Only Financial Advisors and Planners

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to individual and institutional clients.

A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).

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Archive for the‘Estate Planning’ Category

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Archive for the
‘Estate Planning’ Category