Wealth Planning NetworkTM Articles

Stay current on the latest in the retirement and financial industries.


Wealth Planning Network Honored at India Tribune Nite

India Tribune Award Recipients and honorees: (L-R) Dr. Vijay Dave, Larry Gatz, Michael Jankowski, US Congressman Danny Davis, Mrs. Willie Wilson, Neal Patel, Consul General Dr. Ausaf Sayeed, Raj Patel, Dr. Bharat Barai, Nick Oza, Dr. Vijay Prabhakar, and Publisher Prashant Shah. Photo Credit: Biju Zacharia Congratulations to the India ...
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The Problem With Probate

At our death, everything we own can go to only three places: family and friends; charities; and the government.  If we do not decide how our possessions will be distributed, the government will.  And there is not one example where the government distributed the accumulated assets as the deceased person ...
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The Real Story Behind 770 Accounts

What is a 770 Account? It seems like 770 accounts are some of the latest buzz around the financial world. We’ve had several people asking about them recently, and questioning why they’ve never heard of them. The truth is, there is no such thing as a 770 account, and it ...
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President’s Proposed 2016 Budget Could Substantially Affect Estate Planning

President Obama recently introduced his $4 trillion dollar fiscal year 2016 budget proposal, which adds $6 trillion to the national debt, and includes $1.44 trillion in new taxes. Almost all of these tax proposals are targeted at wealthy households, and could substantially change income and estate tax planning.   For ...
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Who Needs Estate Planning?

Estate Planning is critical, and it isn't just for the rich. A good estate plan is designed to allow you to transfer your assets to beneficiaries in accordance with your desires, and with minimum tax liability.   First and foremost, everyone has an estate, no matter how big or small ...
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Have You Completed Your Annual Financial Checkup?

It’s the end of the first quarter, which means that the looming tax deadline is fast approaching. Hopefully, you’re almost done reviewing your statements and are finishing up things with your accountant to find out what your tax liability will be. In addition, you now also have a pretty good ...
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Important Tax Law Changes for 2015

Although there weren't any major tax law changes for 2015, there are some new guidelines with regards to tax-advantaged saving that are good to know. If you’re looking to make any major changes, it is now more important than ever to engage the proper financial planning teams to ensure that ...
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“Wealthy and Wise” A New Financial Column for the India Tribune

India Tribune is happy to announce a new financial column called “Wealthy and Wise”, which will provide timely and useful information regarding financial planning, asset protection, tax savings, and estate planning. The column will be written by Wealth Planning Network, one of Chicago’s premier financial and estate planning firms that ...
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Plan today to avoid taxes tomorrow

What tax strategies are available for retirement planning? Retirement is something you spend your entire life saving up for, and it should be a time that you are able to enjoy reduced income taxes now that you’re not working. The retirement savings strategies you choose will play a large role ...
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