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Diversified Estate Services, LLC

 

 

 Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Thank you,

 
                                                      
Radon Stancil, CFP®    Rick Parkes, LUTC®                                                   
                                                     
 
 
 See our write up            Turn your IRA into a LEGACY that last generations!
 
                            

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

More Newsletters →