Estate Planning

What is a Donor Advised Fund? | The Basics
Ted Toal, CFP®
May 1, 2019

Non-profit organizations sponsor Donor Advised Funds (DAF). Your entire contribution is available for the maximum allowable deduction in the year you make it.

3 Must Have Estate Planning Supplemental Documents
Ted Toal, CFP®
July 26, 2019

Maryland residents should consider a trio of tools for protecting your interests while you are alive: Healthcare advance directive; Financial power of attorney.

These 3 Tips Will Help You Overcome Estate Planning Hurdles
TED TOAL, CFP®
May 26, 2021

If you’ve been procrastinating on your estate planning, these 3 tips can help you overcome the hurdles.

How A New Estate Law Can Immediately Increase Taxes
TED TOAL, CFP®
August 27, 2021

Vermont Senator Bernie Sanders introduced the “For the 99.5 Percent Act” on Mar 25, 2021. If passed, this law could significantly impact your estate upon death and the taxes your heirs must pay.

Simple Reasons Why Completing Your Estate Plan Is Not Difficult
AMANDA CLOUSER, CFA, CFP®
August 31, 2021

More than half of American adults don't have a will. It may seem like you don't need an estate plan unless you are wealthy or have young children; false!

Reasons Same Sex Couples Can Benefit From Estate Planning
KENT GROFF, CFP®
June 11, 2021

Estate Planning for Same-Sex Couples - Same-sex couples face many challenges with estate planning.

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About Us

At RCS Financial Planning, our mission is clear and straightforward: to provide personalized wealth planning and investment advice that minimizes our clients' financial concerns and maximizes their long-term peace of mind.. We firmly believe that a true financial partner shows you how to make the best choices for your future by always focusing on your needs first. And our fee-only service model ensures there is no conflict of interest.

series
Choosing The Right Finnancial Advisor
Ted Total, CFP®
January 16th, 2020
What Plan Is Right For You?
Ted Total, CFP®
March 18th, 2020
Where To Start Saving?
Ted Total, CFP®
june 12th, 2020
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