Jack Phelps writes, “After our recent discussion about using a revocable living trust to help your family avoid the sizable cost and delays of probate, questions have come up about the tax implications of making a gift during your lifetime. A lot of this has changed in the last few years, so let’s take the opportunity to clarify some things surrounding the issue of ‘gifting’.”
The Relaxing Retirement Coach, Inc. provides their members with the ‘missing structure’ they need to make a seamless and relaxing transition to their retirement years so they can confidently do everything they want to do without worrying about money. Their Relaxing Retirement Coaching Program™ provides members with a personalized, one-on-one retirement coaching relationship with constant attention to each and every detail necessary for them to consistently enjoy a relaxing retirement experience.
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To learn more about The Relaxing Retirement Coach, Inc., please visit http://www.theretirementcoach.com
About Jack Phelps
Prior to developing The Relaxing Retirement Coaching Program™ back in 1994, Jack spent five years as a registered representative with Prudential Financial Services. In 1992, he received his Chartered Financial Consultant designation from The American College in Bryn Mawr, Pennsylvania. In 1989, Jack graduated from Holy Cross College in Worcester, Massachusetts with a B.A. in Economics.