Aging and Finances

Give Your Estate Plans a Check-Up by Nick Davis

Nick Davis, Advancement Officer Eastern Missouri A New Year has begun and many of us are focusing on tax preparation. When tax returns are complete, a person has an up-to-date picture of his financial affairs. Now is a strategic time to either develop an estate plan or review the plans already prepared that

Q&A: IRAs and Taxes

IRAs, 401(k)s, and 403(b)s are all excellent tools for preparing for or enjoying a financially worry-free retirement.  However, there are some income tax issues with these arrangements that may affect you or your family in the future.  If you want to make the most of your retirement savings, The Baptist Home Planned Giving program can

Do You Need Good Estate Planning Information?

Do you have estate planning decision to make and need up-to-date information?  We have a place for you to find what you need.  It is the new estate planning and planned giving website for The Baptist Home and The Baptist Home Foundation.  You will be amazed at the amount of content that is available on

IRA’s and Taxes: Tax Considerations of Assets with Deferred Income Tax

IRAs, 401(k)s, and 403(b)s are all excellent tools for preparing an enjoyable, financially worry-free retirement. However, without taking into consideration the effect of income taxes on your retirement plans, achieving the lifestyle you desire can be filled with unwelcome surprises. Individual Retirement Accounts – IRAs A tax deferred IRA is a valuable retirement planning tool.

Revocable Living Trust

A Flexible Planning Option It is essential that you have an estate plan regardless of the size of your estate.  It is also the only way to make sure the stewardship of your accumulation will continue, as you desire, after your death.  Your estate plan can be carried out through a will or through a

Options for Financial Planning

A Plan for This Life and Beyond “Everything is taken care of.” Whether you’re at work, on vacation, or in the middle of a busy time at home, that five-word sentence can be music to your ears. But when it comes to financial planning, can you ever be sure that everything is taken care of?

Q&A: Wills and Estate Planning

Q. Isn't estate planning only for the wealthy? A. Every adult should have an estate and financial plan -- whether the estate is large or small. An estate plan is not just for the wealthy, nor does estate planning only refer to what happens following your death. A sound estate and financial plan will help

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