Posted May 16th, 2012 by admin
This week’s interview on Financial Insider Weekly is with attorney William Mahan. Our interview subject is “Tax considerations of short sales and foreclosures”.
Tags: estate, foreclosure, real, residence, sale, short, Tax matters
Posted April 25th, 2012 by admin
This week’s interview on Financial Insider Weekly is with professional fiduciary Richard Lambie. Our interview subject is “The role of the professional fiduciary”.
Tags: conservator, estate, fiduciary, professional, trust
Posted April 19th, 2012 by admin
This week’s interview on Financial Insider Weekly is with attorney Robert E. Temmerman, Jr. of Temmerman, Cilley & Kohlmann, LLP. Our interview subject is “I’m an trustee! Now what?”
Tags: administration, duties, trust, trustee
Posted April 11th, 2012 by admin
This week’s interview on Financial Insider Weekly is with attorney Robert E. Temmerman, Jr. of Temmerman, Cilley & Kohlmann, LLP. Our interview subject is “I’m an executor! Now what?”
Tags: administration, estate, executor
Posted April 4th, 2012 by admin
This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law. Our interview subject is “A survey of estate planning basics”.
Tags: basic, estate, plan, Tax matters
Posted March 28th, 2012 by admin
This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law. Our interview subject is “Estate planning for retirement accounts”.
Tags: 401(k), account, estate, ira, retirment, roth, Tax matters
Posted March 21st, 2012 by admin
This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law. Our interview subject is “Estate and gift tax problems for a non-citizen spouse”.
Tags: alien, estate, gift, non-citizen, spouse, Tax matters
Posted March 14th, 2012 by admin
This week’s interview on Financial Insider Weekly is with Alan L., Nober, attorney at law. Our interview subject is “How a collaborative team can help preserve your legacy”.
Tags: administration, collaborative, estate, preserve, team, trust
Posted March 7th, 2012 by admin
This week’s interview on Financial Insider Weekly is with Lamarr Baxter of Entrust Administration, Inc. Our interview subject is “Making alternative investments besides real estate using your IRA or Roth account”.
Tags: investing, ira, roth, Tax matters
Posted February 29th, 2012 by admin
This week’s interview on Financial Insider Weekly is with Lamarr Baxter of Entrust Administration, Inc. Our interview subject is “Investing in real estate using your Roth or IRA account”.
Tags: estate, invest, ira, real, roth, Tax matters