Category Archives: Estate Planning

Money To Burn?

By admin | Published: April 1, 2010
Questions to Ask to Keep Your Organization’s Investments from Going up in Smoke The reaction to Don Haisman’s presentation before the Planned Giving Council of Lee County was curious. One of the attendees, the director of a local nonprofit, said, “this topic is never discussed in our organization.” Usually the topics presented at general membership meetings are [...]
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The Federal Death Tax Might Be Taking a Holiday, But Keep an Eye on Inheritance Tax Policy

By admin | Published: March 31, 2010
With the 24/7 rush to get health care reform legislation through the U.S. Senate in the waning days of 2009 and so far in 2010, Congress let the federal estate tax die for 2010 as planned by the Bush Administration back in 2001. That’s not expected to stay the case for long. Many experts anticipate [...]
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The Heart of Money Matters – Wealth vs. Significance

By admin | Published: December 31, 2009
-  By Donald L. Haisman, CFP® Can you have the best of both worlds? Did you know that investments coupled with charitable intent and those espousing value systems do not necessarily diminish inheritance for heirs? Over many decades, we have provided opportunities for our clients to discover how to turn wealth into significance. We have used [...]
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Grandparents, Grandchildren and Money – How to Help Financially

By admin | Published: December 31, 2009
Careful planning can ensure a healthy contribution to the education and financial future of your grandchildren. The first step involves a talk between you (the grandparents) and your adult children. According to 2008 research from The Hartford Financial Services Group, 65 percent of grandparents surveyed reported that they plan to contribute financially to their grandchildren’s college [...]
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Financial Planning When the Diagnosis Is Alzheimer’s

By admin | Published: November 5, 2009
by Donald L. Haisman, CFP® He sounded very sad, after I phoned with good news. I could tell there was something he wanted to tell me. He said he was not doing too well. I pressed him for more information. He said it was his wife,…she had been slipping mentally and had just received the diagnosis [...]
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The Heart of Money Matters Wealth vs. Significance

By admin | Published: November 5, 2009
By Donald L. Haisman, CFP® Since 1979, we have provided opportunities for our clients to discover how to turn wealth into significance. We have used our expertise to direct individuals, families and business owners toward greater clarity regarding their ultimate goals, while sustaining their visions. We teach that investments with charitable intent and value systems [...]
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Long Term Care Insurance and Financial Planning

By admin | Published: September 14, 2009
By Roger J Macaione Jr. CFP, CLU The possibility of a long term care need is much too great to ignore in assembling the pieces of a sound financial plan today. The stark statistics speak for themselves:¹ About 70% of individuals over age 65 will need at least some type of long  term care services in their lifetime Over [...]
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