Blog Category: Estate Planning
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
Helping University Professionals Retire Well in 2022 and Beyond
– Filbrandt’s University Retirement Summit Offers Insight on Demand – At Filbrandt, we’ve spent many years advising university professionals on how to maximize their benefits to achieve their financial and life...
Filbrandt Vlog: Biden's Tax Plan, Part II
Noah Tostrud, CFP® delves into part two of the new administration's proposed tax plans, including a two-pronged change to the federal estate tax. Watch the video below or read the full report...
Sudden Wealth Syndrome: Don’t Let it Happen to Your Children
A lottery ticket can transform an average working class person to a multimillionaire. You'd think their problems were solved, but professors who study those whose fortunes change in a...
Don't Lose Your Life Insurance at Retirement
Replacing university-provided benefits and income becomes a primary objective for many professors when they reach retirement. Most professors have three major assets: Their retirement account, which could be $...
The Number One Mistake People Make in Their Estate Plan
Recently we announced Filbrandt Private Trust as an expansion of our trust services. Over the years, we’ve observed one of the most common estate planning mistakes people make is actually quite...
How to Avoid Critical Estate Planning Traps
Imagine having no control over how your assets are distributed after your death. Also imagine that you worked a lifetime to build up savings and assets that you hoped...
How Much Inheritance Will University Professors' Heirs Lose to Taxes?
Hillary Clinton wants to increase it. Donald Trump wants to abolish it. Based on the dialogue from the second Presidential debate, that’s what we know about the presidential candidates’...