Long-Term Care Planning

Alpha Family Office – Estate & Retirement Planning – Chicago [Video]

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Alpha Family Office – Estate & Retirement Planning – Chicago

Are you retiring or inherited money and looking for help with managing your assets for a new debt-free life and smart retirement? Perhaps we can help. Call 1-573-441-7100 to start a dialogue about your new financial and personal life goals in retirement.

Our advisors at Alpha Family Office ensure peace of mind by protecting our clients’ assets with our proven estate planning and smart retirement strategies.

Alpha Family Office helps optimize life with our estate planning and wealth management services.

Since 1994, we have been helping clients protect their assets for smart retirement by creating customized estate and retirement strategies with robust financial portfolios to meet their long-term financial and lifestyle goals.

For example, Individual B’s predeceased spouse, Individual C, died before 2026, at a time when the basic exclusion amount was $11.4 million (USD).

Individual C had made no taxable gifts and had no taxable estate. Individual C’s executor elected, pursuant to §20.2010-2, to allow Individual B to take into account Individual C’s $11.4 million DSUE amount.

Individual B made no taxable gifts and did not remarry. The basic exclusion amount on Individual B’s date of death is $6.8 million.

Because the total of the amounts allowable as a credit in computing the gift tax payable on Individual B’s post-1976 gifts attributable to the basic exclusion amount (zero) is less than the credit based on the basic exclusion amount allowable on Individual B’s date of death, this paragraph (c) does not apply.

The credit to be applied for purposes of computing Individual B’s estate tax is based on Individual B’s $18.2 million applicable exclusion amount, consisting of the $6.8 million basic exclusion amount on Individual B’s date of death plus the $11.4 million DSUE amount, subject to the limitation of section 2010(d).

We address the challenges that many of our clients face in today’s global economic environment of complex tax and regulatory changes during adverse or catastrophic market conditions (the so-called “black swan” unexpected events that can dramatically affect global markets and change lives).

Alpha Family Office is the holistic solution available to people looking for stability and control of their assets through our financial planning, wealth management, administrative, and lifestyle services.

Our family office creates customized estate and retirement strategies with robust financial portfolios to meet our clients’ long-term lifestyle and financial goals.

Our advisors would be glad to discuss our asset management, retirement planning, private banking, insurance, annuities, trusts, wills, and all available Medicare options for your state.

We also develop custom equity portfolios for clients with rather complex international asset management needs.

Call now +15734417100 to learn how we could help optimize your life.

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Alpha Family Office


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Long-Term Care Planning

What are some dangers when you fail to ESTATE PLAN? | Estate Planning with Attorney Paul Knudsen [Video]

The Dangers of Failing to PlanAccording to the AARP, only 60% of people over the age of 50 even have basic wills. Only 45% of people have durable powers of attorney, 30% have health care directives, and only 23% of these people have living trusts. In other words, the vast majority of people don’t even have the very basic and minimum estate planning documents that they need to plan for future generations. The benefits of a proper plan are numerous. For example, you may be able to minimize or avoid probate matters entirely with the proper plan. Through basic planning, married couples can reduce or even eliminate estate taxes by setting up a be trusts as part of their wills or revocable living trusts. Perhaps most importantly, you can avoid a mess down the road. Choosing someone to be in charge in case you become mentally incapacitated for example can spell out exactly what happens if and when that day comes. Being clear and concise with an estate plan can also minimize the chances of disputes in family members and costly probate court proceedings. Even the best people sometimes get funny when it comes to money. A proper estate planning plan can go a long way to promote family harmony later on.Need help Planning Your Estate? Better call Paul 800-800-4300 for Denmon Pearlman Law.