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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January 2011 Personal Finance Newsletter

January 14, 2011 By Jean Keener, CFP, CRPC

The January newsletter is now available with a 2010 investment market recap, a humorous look at investing resolutions for the new year, and details on the estate tax changes enacted in December.  It also includes an announcement of topics for the Keller Public Library personal finance workshop … [Read more...]

Filed Under: College Funding, Estate Planning, Investing, Legislative Changes, News, Newsletters, Seminars & Events, Your Finances Tagged With: college planning, estate tax, Investing, market update

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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