By J.R. Robinson, Financial Planner (February 2025)
Estate Guru Asset Registrations Guidebook – Many consumers who have taken time to draft revocable trusts have no idea how get their assets registered into the name of the trust. This process is called funding the trust. It is easy enough to re-registered bank and investment accounts, and only modestly more complicated to re-register real estate, but what if you have a business, an LLC, a boat, a car collection, an interest in oil or mineral deposits? This guidebook from Estate Guru provides useful registration guidance regarding a broad range of assets.
2025 Social Security and Medicare Tables – Allianz Life provides the best, most concise cheat sheet I have seen on this topic.
Choosing a Retirement Solution for Your Small Busines (IRS.gov) – Straight from the horse’s mouth, page 3 of this thoughtfully designed guidebook features the best overall plan comparison chart I have seen.
Keiter 2024-2025 Tax Guide – The most comprehensive summary of current laws and tax tables broken down by topic:
- Income & Deductions
- Family & Education
- Investing
- Business
- Retirement
- Estate Planning
- Tax Rates
John “J.R.” Robinson is the owner/founder of Financial Planning Hawaii and Fee-Only Planning Hawaii and is a co-founder of personal finance software maker Nest Egg Guru.
