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All Blog Posts Tagged 'gift' (5)

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Patric Welch The perfect way to avoid Best Buy up-selling

I was recently in Best Buy purchasing a computer for a friend. After I picked out the computer and monitor I was escorted to a special checkout line. This special checkout line should be called the Best Buy up-sell line. When I arrived I was second in line behind an older couple. It took nearly 15 minutes for this couple to get checked out because of the 500 (yes, I am exaggerating) up-sells they had to respond to. I debated for a second standing behind the salesman and giving a thumbs-up for… Continue

Added by Patric Welch on November 4, 2009 at 6:00pm — No Comments

Gwyneth Another Mother's Day Gift

In my family of siblings and half siblings, mothers, step-mothers, and mothers-in-law, I estimate that during the collective thirty-plus years of celebrating Mother's Day we've come up with nearly 200 gift ideas. Undoubtedly, there have been some repeats. This is the time when my siblings and I begin brainstorming, and each year it gets harder to come up with something that feels fresh or useful or at least not completely lame. It is time to take things to the next level. This year to celebrate… Continue

Added by Gwyneth on April 30, 2009 at 1:41pm — No Comments

Ben McCann ILIT - The Irrevocable Life Insurance Trust & Their Benefits

Have you ever heard of and ILIT? Have you ever heard financial professionals talk about them? Here are some interesting facts about them, especially if your estate has significant value. Within an estate plan, life insurance can be used to: • Pay estate taxes • equalize the estate between heirs • Fund state death taxes • Fund business continuation plans, such as buy-sell agreements • Provide funds for charitable bequests People who need large amounts of life insurance need to be a… Continue

Added by Ben McCann on January 27, 2009 at 5:00pm — No Comments

Ben McCann Funding a Charitable Life Estate Plan Using Life Insurance

No crystal ball can reveal what will ultimately happen with the house part of your estate. Although, the house is often a donor’s largest asset in his or her estate, its value can fluctuate depending on factors beyond a donor’s control. One way to plan around this uncertainty is to create a “charitable life estate” complete with enough life insurance to replace the “would be” value of the home. What is a “Charitable Life Estate”? A charitable life estate involves gifting a reside… Continue

Added by Ben McCann on January 20, 2009 at 5:30am — No Comments

Patric Welch Starbucks or Visa gift card, which would you prefer?

I've received dozens of gift cards over the past few years. I've never really minded receiving them because the people who give them to me always know where I like to shop. But some people complain that the gift cards can be a hassle because they generally limit you to just one store. And many times you have to spend more than the gift card balance to get something you might not otherwise have purchased. MasterCard, VISA and American Express were quick to recognize this hassle and offer their… Continue

Added by Patric Welch on October 22, 2008 at 5:45pm — 6 Comments

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