How Important Is It to have Long-Term Care Insurance?
“Political instability, rampant inflation and the specter of recession are looming threats to our clients’ financial future, which directly impacts their ability to take care of themselves at a point in their lives when they are likely to need care or other age-related services.”
How Business Owners Undo Their Years of Hard Work
“Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their ‘retirement plan.’”
Share Your Estate Plan Now to Protect Your Family When You Are Gone
“Estate planning clients, typically those nearing or beyond retirement, often ask what kind of information they should share during their life with the beneficiaries of their estate.”
It’s Like Going to the Dentist: You Need to Get Your Estate Plan Ready
“However, if you get no further than scribbling notes or thinking about which lawyer to hire, you risk dying “intestate”—without a will that could guide your loved ones, head off family feuds, and potentially save your family thousands of dollars.”
On the Road to Retirement? Watch Out for Roadblocks
“Retirement should be a welcome reward for long years of hard work. However, unless you prepare now, it might not be the bed of roses you had hoped for.”
Generous Gifting Is a Fine Idea but Do Beware of the Tax Implications
How much are you allowed to gift? It depends.
