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10:10 pm, May 27, 2015

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Search Tags:  estate planning

How benefits, financial and tax planning coordinate with each other

Certified financial planner John Jilek joins hosts Bob Leins and John Elliott to discuss tax brackets, TSP distributions, retirement tax rates and more.
May 18, 2015

Tags: pay and benefits , retirement , retirement benefits , TSP , retirement spending , Roth TSP , Bob Leins , John Elliott , John Jilek , financial planning , For Your Benefit

Monday - 05/18/2015, 08:07pm EDT
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Estate planning missteps and how to avoid them

Attorney Megan Schaeffer and Certified Financial Planner Karen Schaeffer join host Bob Leins to discuss what happens when you don't create an estate plan for your family.
April 20, 2015

Tags: pay and benefits , federal retirement , Megan Schaeffer , Karen Schaeffer , Schaeffer Financial , Bob Leins , TSP , IRA , NITP , For Your Benefit

Monday - 04/20/2015, 07:10pm EDT
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The mysteries of estate planning

Host Mike Causey is joined by estate planner Tom O'Rourke who will discuss what you need to do to make sure your estate is in order.
March 18, 2015

Tags: pay and benefits , retirement , Tom ORourke , Miles and Stockbridge PC , Mike Causey , Your Turn

Wednesday - 03/18/2015, 06:50pm EDT

Estate planning for younger families

Attorney Marc Levine joins host Bob Leins to answer emails about estate planning.
March 2, 2015

Tags: pay and benefits , Marc Levine , Handler and Levine , wills , trusts , Bob Leins , For Your Benefit

Monday - 03/02/2015, 09:36pm EST
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The mysteries of estate planning

Host Mike Causey is joined by estate planner Tom O'Rourke who will discuss what you need to do to make sure your estate is in order.
February 18, 2015

Tags: pay and benefits , retirement , Tom ORourke , Miles and Stockbridge PC , Mike Causey , Your Turn

Wednesday - 02/18/2015, 06:50pm EST

Taxes, estate planning, and the IRS - What's the best strategy?

David DeJong and Steve Widdes, partners at Stein Sperling, answer your questions about estate planning.
August 4, 2014

Tags: pay and benefits , taxes , Internal Revenue Service , David DeJong , Steve Widdes , Stein Sperling PC , tax planning , business succession planning , wills , revocable trust , Bob Leins , For Your Benefit

Monday - 08/04/2014, 09:16pm EDT
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Estate planning in divorce and blended families

Marc Levine, principal at Handler & Levine LLC, joins host Bob Leins to discuss how to change your estate plan when your life is changing around you.
June 30, 2014

Tags: pay and benefits , Bob Leins , Marc Levine , Handler and Levine , For Your Benefit

Monday - 06/30/2014, 09:05pm EDT
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Financial literacy wrap-up

Hosts Bob Leins and John Elliott answer your questions in the final of a series of programs on financial literacy.
April 25, 2014

Tags: pay and benefits , retirement , financial planning , TSP , OPM , financial security , Bob Leins , Tammy Flanagan , Joe Sullender , Ray Kirk , Karen Schaeffer , Megan Schaeffer , financial literacy , NITP , For Your Benefit

Monday - 04/28/2014, 06:59pm EDT
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Financial literacy & estate planning - important together!

Certified Financial Planner Karen Schaeffer and attorney Megan Schaeffer answer your calls and emails about how to create a financial plan for your family.
April 21, 2014

Tags: pay and benefits , financial planning , Karen Schaeffer , Megan Schaeffer , Schaeffer Financial , Bob Leins , NITP , For Your Benefit

Monday - 04/21/2014, 04:58pm EDT
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Estate planning and powers of attorney

Thomas J. O'Rourke, an attorney from Miles and Stockbridget, P.C., answer your calls and emails about estate planning, and changes in the laws governing powers of attorney.
March 10, 2014

Tags: pay and benefits , IRS , powers of attorney , Thomas J. ORourke , Miles and Stockbridge PC , federal pension , Bob Leins , For Your Benefit

Monday - 03/10/2014, 09:34pm EDT
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