Estate Management Checklist Estate planning can be complicated. To simplify the process, here are 9 questions that should be on your estate management checklist to ease the process for you and your loved ones when you go. Do you have a will? A will enables you to specify who you want to inherit your property [...]
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for informational purposes only and is not a replacement [...]
A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. [...]
A friend or relative asks you to be their executor of estate. What, exactly, are they asking you to do? An article on the NerdWallet website offers many detailed insights into the scope of the task that you would be taking on, and it is clearly not for the faint of heart. The executor has [...]
Who is John Lubinsky? John Lubinsky, the founder of The Lubinsky Team Remax Affiliate, has been rebel Financial’s golf event co-sponsor for the past three years and a contributing sponsor in previous years. As an important member of the Columbus community and rebel Financial’s network, Tony and Phil spoke with John at the 8th annual [...]
Many people feel uncomfortable planning for life insurance because they connect it with "the end." Consequently, they fail to take the appropriate steps in order to protect loved ones financially. How does it work? “A life insurance policy is a contract with an insurance company. The company provides a lump-sum payment, known as a [...]
You may have read that there has been a drop in new home sales—down 13% in September compared to the previous September—and that, combined with the drop in stock market values, might have you worried about the state of the U.S. economy.
Generational Financial Divide If some random person off the street handed you $10,000 in cash, no strings attached, and would pay the taxes on this windfall, what would you do with it? Researchers asked this question of people who they categorized in the Millennial generation (age 18-34), Generation Xers (age 35-54) and Baby Boomers (over […]
Last Call for HARP One of the most beneficial consumer rescue programs from the Great Recession era is about to expire. The Home Affordability Refinance Program—known as HARP—was passed by a bipartisan Congress in 2009, to enable borrowers who were under water on their homes, or close to under water, to refinance into more affordable […]
Common Estate Planning Mistakes The most common way to transfer assets to your heirs is also the messiest: to have a will that is so out of date that it doesn’t relate to your property or estate, to have your records scattered all over the place, to have social media, banking and email accounts whose [...]
