Estate Planning
Have a Happy and Blessed Thanksgiving!
Any visitor to my conference room is immediately struck by large portraits of two of my favorite men of all time: Abraham Lincoln and George
November 26, 2020
Any visitor to my conference room is immediately struck by large portraits of two of my favorite men of all time: Abraham Lincoln and George
Stretching an IRA is challenging but not impossible. Not too long ago, your estate plan likely included a Stretch IRA. This allowed your retirement funds
A trust does little good without trust funding. You secured the services of an experienced estate planning attorney to create a trust. Perhaps you wanted
Knowing estate planning terms is a helpful start to preparing for your future. You are many things. You are talented. You are kind. You are
Special needs planning goes beyond basic estate planning. You have a loved one with special needs. As you consider taking the steps to create an
A mortgage does not disappear when the home owner dies. You recently inherited from the estate of your parents. This inheritance included the family home.
One can catch up on retirement savings through intentionality with finances. You have been working for decades. In fact, you are now closer to retirement
The pandemic has reminded people of limits to their control. At the start of 2020, you likely had many plans. Perhaps you (or a loved
Naming a guardian is important when you have minor children. No, it is essential. Are you a parent of minor children? If yes, your financial
A Roth IRA can help you achieve greater financial security in retirement. After you enter retirement, your daily living expenses do not suddenly disappear. You
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