Tom Culpepper
Passing Along a Benefit, Not a Burden
Why Incapacity Planning for Business Owners is an Indispensable Component of Your Plan Most business owners have their estate planning...
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Tom Culpepper
- Jun 29, 2018
- 3 min
The Biggest Threats to Successful Estate Planning
Poor estate planning is a recipe for disaster. Look no further than Dickens’ Bleak House—or a telenovela—to witness the tragedy and...
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Tom Culpepper
- Jun 22, 2018
- 3 min
3 Tips For Every New Homeowner
Congratulations on the purchase of your new home. Whether this is your first home or an upgrade/downsize, the purchasing of a home is a...
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Tom Culpepper
- Jun 15, 2018
- 3 min
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, 2018
- 3 min
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, 2018
- 3 min
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, 2018
- 3 min
Why Not Just Go on NoloⓇ 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, 2018
- 3 min
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, 2018
- 3 min
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, 2018
- 3 min
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, 2018
- 3 min
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, 2018
- 3 min
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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