Estate Planning
Happy Independence Day!
I wish you and yours a safe and blessed day as we celebrate our “Declaration of Independence” back on July 4, 1776. May we be
July 4, 2021
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I wish you and yours a safe and blessed day as we celebrate our “Declaration of Independence” back on July 4, 1776. May we be
Buying a home is one of the most common triggers for creating an estate plan.
Retirement can become more expensive with Medicare mistakes. There are many benefits to leaving the workforce for retirement. You have more freedom for hobbies, friends,
Designating fiduciary agents in your estate plan prepares you for incapacity. People do not plan to become incapacitated. It simply happens to them. Although accidents
A 529 plan can help you transfer assets to heirs while you are alive. Having a sizable estate can make tax planning more complicated. President
Mistakes in planning for retirement can lead to unnecessary and avoidable stress. Planning for retirement starts early. If you started saving at the beginning of
Estate planning involves checking items off your to-do list. To-do lists are helpful in a variety of circumstances. They provide a visual representation of what
The development of health problems is common for those over age 50. Fifty is a big birthday. The Big 5-0. At this milestone, you have
Taking care of yourself can benefit your brain. Aging is not kind to bodies. Joints wear out. Muscles shrink. Brains lose functioning. There is a
Singles are not exempt from having to create an estate plan. Many American adults are currently considered single. These individuals may have never been married.
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