“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.”
“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.”
The son is a retired comptroller, but he wasn’t handling the finances.
You can call your Congressional representative, but there is little else you can do.
Stronger regulations? Yes, but are they always the best tool for the family? No!
Estate planning is a good idea to protect your family, especially if you have small children.
IRS doesn’t care if you are working or not … withdrawals are mandatory.
If you have an empty nest, it might be a good time to think about your own future.
A diagnosis of a fatal illness leaves everyone in shock. However, when reality sets in, other considerations need to be handled.