Category: Estate Planning

Charitable Giving Opportunities for Affluent Investors

Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many vehicles

May 23, 2022

Art and Collectibles: Planning for the Transfer of Your Treasured Property

For many individuals collecting artwork, jewelry, antiques, and other vintage treasures is a lifelong passion. Deciding what is to become of your valuable personal assets

May 23, 2022

The ABLE Act: Helping Disabled Americans Save for the Future

Late last year President Obama signed into law legislation aimed at giving disabled Americans and their families the opportunity to save for education and other

May 23, 2022

Life Insurance: A Flexible Wealth Management Tool

Today there are as many types of insurance as there are risks. That is why a diversified insurance portfolio should be a vital part of

May 23, 2022

Planning for Special Needs Children

It’s been said that the best inheritance we can give our children is a few minutes of our time every day. It’s also true, though,

May 23, 2022

A Primer on Irrevocable Life Insurance Trusts

I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money. Entertainer Arthur

May 23, 2022

Problems with Probate

Many people have heard they should avoid probate, but few understand what probate is and how the process works. What Is Probate? Probate is the

May 19, 2022

I Received an Inheritance. How Is This Money Taxed?

The amount of federal estate tax typically is determined by the amount of assets within the estate and your relationship to the deceased. Spouses and

May 19, 2022

A Bucket Plan to Go with Your Bucket List

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and more lately what “old” means—60 is the new 50! Longer,

May 19, 2022

Understanding the Alternate Valuation Date

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and

May 18, 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

Charitable Giving Opportunities for Affluent Investors

Art and Collectibles: Planning for the Transfer of Your Treasured Property

The ABLE Act: Helping Disabled Americans Save for the Future

Life Insurance: A Flexible Wealth Management Tool

Planning for Special Needs Children

A Primer on Irrevocable Life Insurance Trusts

Problems with Probate

I Received an Inheritance. How Is This Money Taxed?

A Bucket Plan to Go with Your Bucket List

Understanding the Alternate Valuation Date

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