People of all ages have retirement questions. At least they should. Regardless, most people think about retirement at some point throughout their careers. Some envision
An unfunded trust will undermine your estate planning. Your estate planning goals included avoiding probate. You also desired to simplify asset management should you become
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 probate process requires the executor (also known as the “personal representative”) to take specific steps. The loss of a loved one is difficult. In
You could save money on your Medicare plan with appropriate planning. The start of autumn means Medicare open enrollment is drawing near. If you are
Your ex-spouse could inherit your estate without proper planning. You are divorced. This means you have an ex-spouse. Divorce proceedings and laws governing divorce can
Making withdrawals from retirement accounts comes with consequences. COVID-19 has triggered an economic downturn. As stock values have dropped, people have lost chunks of their
Beneficiary designations must be “aligned” properly for an effective estate plan. Estate planning seems simple. You get a last will and testament. You sign it.
COVID-19 threatens retirement savings for many. Perhaps you saved early for retirement. Maybe you waited until later in your career. Either way, your retirement savings
Protect your family through estate planning. Picture what is important to you. Do you have that picture clearly focused in your mind’s eye? Did you
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