Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

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Charitable Giving as Part of Your Estate Plan

November 3, 2009 By Jean Keener, CFP, CRPC

As the holidays approach, it’s a good time to consider charitable giving as a potential part of your estate plan.  Giving provides a sense of personal satisfaction, and it can be beneficial from a financial planning perspective.   If you’re one of the 2% of Americans currently subject to the … [Read more...]

Filed Under: Estate Planning, News, Your Finances Tagged With: charitable giving, Charitable Lead Trust, charitable remainder trust, CLT, CRT, estate planning

Estate Planning Opportunities in a Down Market

July 1, 2009 By Jean Keener, CFP, CRPC

Most Americans are not subject to the federal estate tax at its current exemption levels.  For 2009, each person can pass $3.5 million to heirs estate-tax free at their death. However, if your estate has the potential to be affected by the estate tax, you have some planning opportunities right … [Read more...]

Filed Under: Estate Planning, Featured Posts, News, Your Finances Tagged With: Charitable Lead Trust, CLT, estate planning, estate tax, estate tax exemption, family loans, gifting, grantor retained annuity trust, GRAT, IDGT, Intentionally Defective Grantor Trust

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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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