» financial planner</h1> <article> <h1>What do you want your legacy to be?</h1> <p>webmaster — Tue, 28 Sep 2010 23:26:05 +0000</p> <p>We all believe we will live to be 100 and put off getting Life Insurance until later in our lives. However, we quickly forget that great health today is a blessing and tomorrow is not promised. If we knew when our health would decline or when we were going to die, we would live our lives much different. No one knows, so the question becomes how much do I need, or what is enough? Take a minute to read a few of the attached publications “The Ultimate Investment”, “Raising Your Quarter Million Dollar Baby”, and “It cost $222,360 to raise a child”, the most recent article published in September 2010.</p> <p>Of course we all say it can be done for less, but at what cost? Each of us understands the reality of raising a child or supporting a loved one, but very few of us take the time to make that first step until it’s too late. The industry often refers to Life Insurance as “Death Insurance”. When you die and we all will eventually, it’s our forward thinking and planning that better prepares the next generation. Take time to instill a sense of responsibility and values with your children today. Then allow us to deliver financial stability when you move on and “Trust” the core values you taught continue the family legacy. Give the gift of Life Insurance today?</p> <p><a href="http://s338926425.onlinehome.us/EPDV/instant-term-life-insurance-quotes"><br /> <strong>GET A QUOTE!</strong></a></p> <ol>Resource Links:</p> <li><a href="http://www.nuwireinvestor.com/articles/cost-of-raising-a-child-the-ultimate-investment-51618.aspx" target="_blank">Ultimate Investment</a></li> <li><a href="http://moneycentral.msn.com/content/CollegeandFamily/Raisekids/P37245.asp?Printer" target="_blank">Raising Your Quarter Million Dollar Baby</a></li> <li><a href="http://www.npr.org/blogs/money/2010/06/09/127600351/cost-to-raise-a-child-300-000" target="_blank">It cost $222,360 to raise a child</a></li> </ol> </article> <article> <h1>Estate Planning of Delaware Valley, Inc.</h1> <p>webmaster — Sun, 05 Sep 2010 04:00:22 +0000</p> <p><br /> Estate Planning of Delaware Valley, Inc. was founded on a simple premise: To assist affluent clients and individual families, private and public corporations, and executives with their life insurance and estate planning objectives over time.</p> <p>Our mission requires constant innovation. We design and deliver customized insurance solutions to affluent clients with the highest quality strategic plan and supporting products to help manage their financial future, and the next generation’s financial future.</p> </article> <article> <h1>Estate Planning Process</h1> <p>webmaster — Tue, 05 Jan 2010 01:00:02 +0000</p> <p></p> <p><strong>OUR ESTATE TAX PLANNING ANALYSIS PROCESS</strong></p> <p>► First, we complete a Blueprint of your Estate and review your current wills and trust documents.</p> <p>► Then, an Estate Tax Analysis report is prepared based on this information and current Estate Tax Law to let you know what will be your Estate Tax liability based on current value.</p> <p>► A Second Estate Tax Analysis Report is prepared based on this information, based on future growth of the Estate to you and your wife’s Life Expectancy.</p> <p>► Once we know the current and future Estate Tax Liability, we will begin to review plans to reduce the Estate Liability now and in future years. Once we settle on a plan that is acceptable to you, we will begin to review them with your current Attorney and Accountant.</p> <p>► Some ideas that should be considered are: Defective Grantors Trust, Grantor retains Annuity Trust, Family Limited Partnerships, Dynasty Trust and Charitable Gifts that are among few ideas that merit consideration. By using some of these techniques, you can reduce the value of your Estate, therefore reducing the potential Estate Tax.</p> <p>► Once a new plan is designed and is put in place we will review this plan with you as needed. Keep it up to date based on future changes in your family or business and Estate Tax Laws.</p> <p>► At the end of this process you will need to decide what is the best way to pay your Estate Liability.</p> </article> </main></body></html>