Search

Search Parameters
Search Only:

Total: 30 results found.

  1. Social Security Cards

    (Main Content/guidelines)

    Social Security Cards are helpful when filing out information to transfer assets and benefits to the deceased beneficiaries. ...

  2. Will

    (Main Content/guidelines)

    ... does not avoid probate, it does however provide to the probate court instructions on how and who to disperse the assets in the estate. ...

  3. Use Generosity to Fight Inheritance Taxes

    (Main Content/blog)

    ... value of a decedent’s estate. A good way to limit the impact of the state tax is known as gifting of assets. Wealthy individuals can give away as much as $13,000 per year to one or more individuals. ...

  4. Don't Fear the IRA Rollover

    (Main Content/blog)

    ... people, making that jump is scarier than going over Niagara Falls. When a person leaves a job or reaches retirement age, they have the ability to roll their retirement plan assets away into a self-directed ...

  5. High-Net-Worth Individuals and Families

    (Main Content/niche markets)

    ... and care as if it were our own. While other firms invest their clients’ assets in a cookie-cutter format that is most convenient for the advisor, we take a different approach. Working within one-on-one ...

  6. Widows & Divorcees

    (Main Content/niche markets)

    ... agencies and other involved parties to take the steps necessary to move forward. We arrange to protect your assets against undue taxation and make sure that you retain control of them. And we help you ...

  7. FAQ

    (Main Content/resources)

    ... Agee has a solid reputation as a custodian and a long history of safeguarding investment assets: The firm was founded in 1901. Are my assets insured? Yes. The Securities Investor Protection Corporation ...

  8. Estate Planning

    (Main Content/services)

    Estate planning is an act of caring for your loved ones and beneficiaries. Without proper planning, the IRS can take a huge bite out of your assets after your death, and the courts can decide everything ...

  9. IRAs

    (Main Content/services)

    ... all the changes within the IRA world. So whether you are looking to roll over your 401(k) assets, create retirement accounts for your employees, or simply get the most out of your retirement savings, we ...

  10. Why Copeland Wealth Management?

    (Main Content/about)

    ... of your lifelong financial goals—including paying for college, saving and investing for retirement, and preparing to transfer assets to your beneficiaries. Understanding your objectives and determining ...