Tom Culpepper
Roth IRA Conversions After Tax Reform...Still a good idea?
Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs. These accounts...
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Tom Culpepper
Jun 8, 20183 min read
How to Fix 5 Common Estate Planning Problems
Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want to...
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Tom Culpepper
Jun 1, 20183 min read
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who...
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Tom Culpepper
May 21, 20183 min read
Why Not Just Go Online and Create Your Own Estate Planning Documents Cheaply?
There are many software programs, as well as websites, that sell do-it-yourself estate planning documents. These websites and form tools...
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Tom Culpepper
May 14, 20183 min read
Protecting Your Children’s Inheritance When You are Divorced
Consider this story. Beth’s divorce from her husband was recently finalized. Her most valuable assets are her retirement plan at work and...
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Tom Culpepper
May 4, 20183 min read
Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children
Most parents want to make sure their children are provided for in the event something happens to them while the children are still...
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Tom Culpepper
Apr 26, 20183 min read
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we...
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Tom Culpepper
Apr 26, 20183 min read
Gift Giving the Tax-Free Way
Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many opportunities to give gifts to...
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Tom Culpepper
Apr 26, 20183 min read
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your assets from your estate...
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