Recent changes in estate tax law could cause your estate plan to pass your assets in a way that you don’t intend.  Estate planning attorney, Joel Stoudenmire, joins Mike to review the changes and tell you what you need to watch out for.  Do you have some type of “Formula Trust” in your documents?  This is a must listen to program!

Recent changes in estate tax law could cause your estate plan to pass your assets in a way that you don’t intend.  Estate planning attorney, Joel Stoudenmire, joins Mike to review the changes and tell you what you need to watch out for.  Do you have some type of “Formula Trust” in your documents?  This is a must listen to program!

Nick Stonestreet, CEO of Ronald Blue Trust joins Mike to discuss the importance of not owning too much of any one company’s stock.  Nick and Mike both share stories of actual situations to illustrate the importance of an effectively diversified portfolio.

Nick Stonestreet, CEO of Ronald Blue Trust joins Mike to discuss the importance of not owning too much of any one company’s stock.  Nick and Mike both share stories of actual situations to illustrate the importance of an effectively diversified portfolio.

All I want for Christmas is . . . a TAX BILL?  Alan Cox, CPA, Director of Estate/Trust Planning and Estate Settlement joins Mike to discuss the brand new SECURE Act.  Everyone who has an IRA needs to hear this!!

All I want for Christmas is . . . a TAX BILL?  Alan Cox, CPA, Director of Estate/Trust Planning and Estate Settlement joins Mike to discuss the brand new SECURE Act.  Everyone who has an IRA needs to hear this!!

What are the three key attributes that make an investor successful?  What is the biggest mistake people make with investing?

What are the three key attributes that make an investor successful?  What is the biggest mistake people make with investing?

How are distributions from IRAs taxed?  When you’re over 70 ½, is it better to use a Qualified Charitable Distribution when making a gift, or to give appreciated assets?

How are distributions from IRAs taxed?  When you’re over 70 ½, is it better to use a Qualified Charitable Distribution when making a gift, or to give appreciated assets?