Legacy Creation
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Make it last forever:The multi-generational appraoch for IRA continuation
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End of the Year Tax Tips for 2009
Simply looking at your Estate
Let Your 'Will' Be Done
Legacies with Life Insurance?
The Legacy Formula
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2 For 1: Protect your home and yourself at the same time
20 Steps to a better Performing Portfolio
Can we Learn from Bernie?
Do We Really Need More Help to Save for retirement?
End of the Year Tax Tips for 2009
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Simply looking at your Estate
9/26/2009 7:32:44 AM
I know there has been a lot of concern over what the present administration will do about estate taxes, but Obama.....I'm sorry, President Obama has reiterated that the estate tax will be here for years to come. So with that in mind, let's keep our eyes on the original purpose of estate planning.

The primary purpose of estate planning is to... Read More
Topics:  
estate planning, death taxes, trust, accountants, taxes, family
Posted by  Rodney Gilbert
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Let Your 'Will' Be Done
9/22/2009 5:15:47 AM
I know, It's a tough topic for many to talk about -- What will happen to your family, children and personal effects if you weren't around? However knowing more about it could help protect your pocketbook.

In the past few weeks we've been hearing a lot about Wills, Guardianships, Trusts and Estates. Especially after the passing of high-profile... Read More
Topics:  
will, legal, power of attorney, trust, legacy
Posted by  Rodney Gilbert
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Legacies with Life Insurance?
9/8/2009 6:14:12 PM
Who would have thought? Giving a life insurance policy is one way to maximize your contribution to the legacy you are en route to building. It enables you to make a significant, lasting gift with minimal outlay of current savings or income. Donors often struggle between their desires to achieve philanthropic goals and their need to preserve their... Read More
Topics:  
Legacy, Life Insurance, Term Life, Permanent Life
Posted by  Rodney Gilbert
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The Legacy Formula
9/4/2009 12:58:31 PM
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Topics:  
Formula, legacy, method
Posted by  Rodney Gilbert
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Welcome to Legacy Creation
9/3/2009 10:09:47 AM
Welcome to Legacy Creation. I would like to start this blog off with the statement "Think with the end in mind". Let's keep this at the forefront of our minds when we make conscious decisions........Especially financial decisions. This blog is my way of initiating a concious movement to start today to build legacies that will change... Read More
Topics:  
Legacy
Posted by  Rodney Gilbert
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