Category: Estate Planning

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

Four Steps to Valuing an Estate

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

May 25, 2022

Not-So-Powerful Powers of Attorney

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

May 25, 2022

When Protection Matters: Consider a QTIP Trust

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

May 25, 2022

Insuring Your Second Home

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

May 25, 2022

The Most Complicated Part of Your Estate

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

May 25, 2022

Estate Tax Complexities

Years ago, the way to most efficiently save on estate taxes was to set up credit shelter trusts that would pour assets from one spouse

May 25, 2022

Make the Most of Your 401(k)

As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue

May 24, 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.
Fiduciary & Fee-Only Financial Advisors and Planners

Category: Estate Planning

Generational Financial Divide

Last Call for HARP

Test Your Estate Strategy Knowledge

Four Steps to Valuing an Estate

Not-So-Powerful Powers of Attorney

When Protection Matters: Consider a QTIP Trust

Insuring Your Second Home

The Most Complicated Part of Your Estate

Estate Tax Complexities

Make the Most of Your 401(k)

About

Downloads

Privacy Policy

Contact Us