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Home›Category: "Estate Planning"

Estate Planning

  • How to Help Aging Parents with Financial Management

    Estate Planning, Money Mishaps, Relationships & Money
    January 27, 2023
    by Kurt J. Rossi
    Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family.  The sensitivity of this topic is often ...
    Read More
  • New Gift Tax Rule Will Apply For 2023

    Estate Planning, Relationships & Money, Taxes
    October 21, 2022
    by Kurt J. Rossi
    The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world.  Changes in estate tax laws on both the federal and state level have ...
    Read More
  • Money Moves to Make at Every Age (Part 2: 50s & Beyond)

    Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money, Retirement
    December 17, 2021
    by Kurt J. Rossi
    This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing key decisions to consider during ...
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  • Choosing the Right Executor for Your Estate Plan

    Estate Planning, Relationships & Money
    August 10, 2021
    by Kurt J. Rossi
    Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions that affect family, friends and ...
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  • Unclaimed Property Reaches a Record $58 Billion – How to Know If You or Your ...

    Estate Planning, Investing, Real Estate
    July 23, 2021
    by Kurt J. Rossi
    Do you or members of your family have unclaimed property that is sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property Administrators estimating ...
    Read More
  • Helping Beneficiaries to Avoid Mistakes with an Inheritance

    Estate Planning, Investing, Relationships & Money
    July 9, 2021
    by Kurt J. Rossi
    Dealing with the loss of a loved one is never easy.  In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities.  This can ...
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  • Money Moves to Make After Tying the Knot

    Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money
    June 11, 2021
    by Kurt J. Rossi
    While marriage can be an exciting time, the realities of integrating the financial goals of two different people can be challenging. Too often, couples find out later that financial incompatibilities ...
    Read More
  • Preparing Your Finances for a New Child

    Cash-flow & Budgeting, Education, Estate Planning, Relationships & Money
    May 28, 2021
    by Kurt J. Rossi
    Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is time to give some serious ...
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  • Retirement Strategies to Address Higher Costs of Living

    Cash-flow & Budgeting, Estate Planning, Real Estate, Retirement, Taxes
    January 25, 2021
    by Kurt J. Rossi
    Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ...
    Read More
  • Financial Planning Considerations After the Loss of a Spouse

    Estate Planning, Relationships & Money, Uncategorized
    January 11, 2021
    by Kurt J. Rossi
    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe developed a scale to assess ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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Email: kurt.rossi@independentwm.com or 732-280-7550.

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