Heartland Planning Group http://www.heartlandplanning.com Wed, 25 Jul 2007 15:46:52 +0000 http://wordpress.org/?v=2.2.1 en © admin admin No No Four Strategies for Estate Planning http://www.heartlandplanning.com/2007/07/25/four-strategies-for-estate-planning/ http://www.heartlandplanning.com/2007/07/25/four-strategies-for-estate-planning/#comments Wed, 25 Jul 2007 15:45:00 +0000 admin http://www.heartlandplanning.com/2007/07/25/four-strategies-for-estate-planning/ There are three questions to ask yourself if you’re looking to minimize your estate or gift tax:

1. What exactly will I be taxed for any gifts this year?

2. What is the long term tax effect of this gift I am considering?

3. What are the tools available to me to minimize any taxes due?

This video shows you four tools that families commonly use to help minimize their estate taxation.

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]]> http://www.heartlandplanning.com/2007/07/25/four-strategies-for-estate-planning/feed/ Introduction to ILIT http://www.heartlandplanning.com/2007/07/24/introduction-to-ilit/ http://www.heartlandplanning.com/2007/07/24/introduction-to-ilit/#comments Tue, 24 Jul 2007 15:41:11 +0000 admin http://www.heartlandplanning.com/2007/07/24/introduction-to-ilit/ The ILIT is an important tool in estate planning:  but make sure you work with a firm that handles it properly for you.

 

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]]> http://www.heartlandplanning.com/2007/07/24/introduction-to-ilit/feed/ A Simple Explanation of Estate Tax http://www.heartlandplanning.com/2007/07/23/a-simple-explanation-of-estate-tax/ http://www.heartlandplanning.com/2007/07/23/a-simple-explanation-of-estate-tax/#comments Mon, 23 Jul 2007 16:40:45 +0000 admin http://www.heartlandplanning.com/2007/07/23/a-simple-explanation-of-estate-tax/ Nothing has made clients sleepier than a rousing discussion of Estate Tax Law… until now.

Watch as I describe the IRS Supermarket and demistify the truth about Estate Tax and how to legally minimize it and plan around it.

 

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]]> http://www.heartlandplanning.com/2007/07/23/a-simple-explanation-of-estate-tax/feed/ Introduction to LLC http://www.heartlandplanning.com/2007/07/19/introduction-to-llc/ http://www.heartlandplanning.com/2007/07/19/introduction-to-llc/#comments Thu, 19 Jul 2007 20:18:57 +0000 admin http://www.heartlandplanning.com/2007/07/19/introduction-to-llc/  

The LLC is a common and important tool in many Asset Protection plans… forward this video to every business owner you know.  Have them call us to arrange a complimentary audit of their Asset Protection Planning.

To arrange your complimentary consultation, call Theresa at 847-729-3300.

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]]> http://www.heartlandplanning.com/2007/07/19/introduction-to-llc/feed/ Introduction to Asset Protection http://www.heartlandplanning.com/2007/07/18/introduction-to-asset-protection/ http://www.heartlandplanning.com/2007/07/18/introduction-to-asset-protection/#comments Wed, 18 Jul 2007 23:06:05 +0000 admin http://www.heartlandplanning.com/2007/07/18/introduction-to-asset-protection/ Do you own a business?  Are you a professional?  Are you concerned that someone may sue you?  Demistify Asset Protection in this simple presentation.

The number one reason that doctors, entrepreneurs and family  business owners come to us is to optimize their asset protection.  This is an area where rampant hype can misguide you into an outrageously expensive plan.  Call Theresa at 847-729-3300 to get our free report:  Anatomy of a lawsuit against you: Asset Protection for Doctors and Family Businesses.

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]]> http://www.heartlandplanning.com/2007/07/18/introduction-to-asset-protection/feed/ Introduction to Elder Law http://www.heartlandplanning.com/2007/07/17/introduction-to-elder-law/ http://www.heartlandplanning.com/2007/07/17/introduction-to-elder-law/#comments Wed, 18 Jul 2007 02:04:58 +0000 admin http://www.heartlandplanning.com/2007/07/17/introduction-to-elder-law/  

Do you know an Elderlaw attorney? Now you do! My partner, Mike Nolan, is an expert in this, law’s newest specialty. We’ve made it a point to develop this specialty in our firm to help families with the issues in this area of law.

Of any other legal specialty, the Estate Planning attorney specializing in Elder law can do more to help your family through transitions than any other advisor.  Don’t go through a family health transition without calling us:  We help keep your options open!

Call Theresa at 847-729-3300 to get our Special Report on the Secret Safety Net Elder law offers you family.

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]]> http://www.heartlandplanning.com/2007/07/17/introduction-to-elder-law/feed/ The Three Phases Of Estate Planning http://www.heartlandplanning.com/2007/07/15/the-three-phases-of-estate-planning/ http://www.heartlandplanning.com/2007/07/15/the-three-phases-of-estate-planning/#comments Sun, 15 Jul 2007 15:43:59 +0000 admin http://www.heartlandplanning.com/2007/07/15/the-three-phases-of-estate-planning/ At one point, Estate Planning was pretty straight forward:  You were either alive or dead, and the issue was who did you want to get your stuff once you passed away.

But today – there are Three Phases of Estate Planning.  This video introduces them to you.  The important point here is that not only have the number of phases increased – the complexity of the planning has also increased… spawning a new specialty in law that you’ll learn about in tomorrow’s video.


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]]> http://www.heartlandplanning.com/2007/07/15/the-three-phases-of-estate-planning/feed/ Introduction to Trusts http://www.heartlandplanning.com/2007/07/13/introduction-to-trusts/ http://www.heartlandplanning.com/2007/07/13/introduction-to-trusts/#comments Fri, 13 Jul 2007 17:12:21 +0000 admin http://www.heartlandplanning.com/2007/07/13/introduction-to-trusts/ Trusts used to be for the wealthiest families; but beginning about 25 years ago, they began to migrate into the mainstream.  (Similar to the way computers used to be housed only in corporate America; but now are found in nearly every home.)

If you're like most people, you may not think you need a trust.  Watch this video as we continue to roll out videos demystifying the estate planning experience!  If you like it, please share it with a friend and share a comment!

 

Questions?  Please call Theresa and she'll set up a phone conversation at your convenience…

Coming soon… The ONE legal specialty that you need to understand if you want to keep your options open as you age… we'll demystify that next week!

Happiness!

Marty

 

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]]> http://www.heartlandplanning.com/2007/07/13/introduction-to-trusts/feed/ Introduction to Probate http://www.heartlandplanning.com/2007/07/11/introduction-to-probate/ http://www.heartlandplanning.com/2007/07/11/introduction-to-probate/#comments Wed, 11 Jul 2007 20:58:41 +0000 admin http://www.heartlandplanning.com/2007/07/11/introduction-to-probate/  

Tune in again tomorrow and each day this week as we introduce more videos for you to educate yourself & solve your estate planning responsibility in smart, appropriate ways.

Please call Theresa at 847-729-3300 to get a copy of the Special Report:  How to Eliminate the Seven Fatal Flaws in your will, trust and powers of attorney.

Also, ask Theresa about our Free Estate Plan Audit Program…

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