Posts by rosemontadvisors

Quarterly Newsletter – Fourth Quarter 2017

Posted by on Nov 14, 2017 in Quarterly Newsletter

Even the best-laid plans can go astray if you get divorced from a long-time spouse. Especially if you go your separate ways after raising children and acquiring property together, your estate plan may need to be revided, and pronto. Frequently, the main objective in a divorce is to keep assets away from the ex-spouse while preserving wealth for the children. Fourth Quarter 2017 Newsletter

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Quarterly Newsletter – Third Quarter 2017

Posted by on Nov 1, 2017 in Quarterly Newsletter

Every estate plan is unique because of a particular family’s circumstances. Still, most people share many primary objectives that may be reflected in five documents often found at the core of a plan. Third Quarter 2017 Newsletter

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Quarterly Newsletter – Second Quarter 2017

Posted by on Nov 1, 2017 in Quarterly Newsletter

What’s the payoff for working most of your life and paying Social Security tax into the system? When your time to retire finally comes, you’ll be eligible to receive Social Security benefits based on your work history and when you choose to begin receiving benefits. If you’re married, you may have additional options for Social Security, even if one spouse has worked little or not at all. Second Quarter 2017 Newsletter

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Quarterly Newsletter – First Quarter 2017

Posted by on Nov 1, 2017 in Quarterly Newsletter

Would you like your assets to last forever? Of course, there are not guarantees, but a “dynasty trust” could help you preserve wealth for your heirs indefinitely. As the name implies, this type of trust is designed to span several generations, barring drastic changes in applicable laws or your family’s financial circumstances. First Quarter 2017 Newsletter

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Quarterly Newsletter – Fourth Quarter 2016

Posted by on Nov 1, 2017 in Quarterly Newsletter

Who needs a trust? Maybe a better question is: Who doesn’t? Trusts can be an essential part of an estate plan for anyone who owns significant assets. Reasons for establishing and funding a trust may range from gaining protection from creditors to saving on taxes. A trust can also create a legacy. Fourth Quarter 2016 Newsletter

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