Category: Estate Planning

Estate Management Checklist

Estate planning can be complicated. To simplify the process, here are 9 questions that should be on your estate management checklist to ease the process for

December 7, 2022

Tax and Estate Strategies for Married LGBTQ+ Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for

December 7, 2022

A Living Trust Primer

A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A

February 10, 2022

Executor Pitfalls

A friend or relative asks you to be their executor of estate. What, exactly, are they asking you to do? An article on the NerdWallet website

February 15, 2022

rF LiveBroadcast with John Lubinsky of The Lubinsky Team Remax Affiliate

Who is John Lubinsky? John Lubinsky, the founder of The Lubinsky Team Remax Affiliate, has been rebel Financial’s golf event co-sponsor for the past three

February 17, 2022

Estate Planning

Do You need Help Choosing the Right Life Insurance?

How does it work? “A life insurance policy is a contract with an insurance company. The company provides a lump-sum payment, known as a death

June 1, 2022

Estate Planning

Real Estate Sales: Down. Prices: Up

You may have read that there has been a drop in new home sales—down 13% inSeptember compared to the previous September—and that, combined with the

May 19, 2022

College Planning

Generational Financial Divide

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

May 19, 2022

Estate

Last Call for HARP

Last Call for HARP One of the most beneficial consumer rescue programs from the Great Recession era is about to expire. The Home Affordability

May 18, 2022

Estate

Test Your Estate Strategy Knowledge

Resources Disclosures This article was written for information purposes only and its content should not be construed by any consumer and/or prospective client as rebel Financial’s solicitation

May 26, 2022

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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