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.

817-993-0401 | [email protected]

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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

Ten Gifting Traps to Avoid

November 6, 2008 By Jean Keener, CFP, CRPC

Lifetime gifting can be a powerful estate planning tool. Transferring property during your life, instead of at your death, has many advantages. Making lifetime gifts can be desirable for personal reasons (e.g., to help your children or other family members) or for financial reasons (e.g., saving … [Read more...]

Filed Under: Taxes, Your Finances Tagged With: estate planning, gifting, kiddie tax, life insurance, tax

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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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