Why Does Everyone Need an Estate Plan?
“Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You—and the people you love—will be glad you did.”
Not Having a Will Should Scare You and Your Family
“Your will is one of the most important documents you will ever sign. However, to think that over 70% of people don’t even have a will is, indeed, quite frightening.”
A Tough Question: ‘Is There an Estate Plan?’
The son is a retired comptroller, but he wasn’t handling the finances.
Stretch IRA Is Useful but May Become a Tool of the Past
You can call your Congressional representative, but there is little else you can do.
Reverse Mortgages Are Not Always a Good Ending
Stronger regulations? Yes, but are they always the best tool for the family? No!
Isn’t It Time to Make Sure You Have a Good Estate Plan?
Estate planning is a good idea to protect your family, especially if you have small children.
You Most Likely Will Face Taxes on Retirement Accounts
IRS doesn’t care if you are working or not … withdrawals are mandatory.
Kids All Grown Up? Time to Think about Savings
If you have an empty nest, it might be a good time to think about your own future.
Bad News Received: What Do You Do Next?
A diagnosis of a fatal illness leaves everyone in shock. However, when reality sets in, other considerations need to be handled.
