Changing circumstances may affect the usefulness of an ILIT. Do you remember when the federal estate tax limit was $600,000? I do. At this time,
Fitness provides health benefits at any age. What do you envision when you hear the word “fitness”? Do you imagine elite athletes at the Olympics
Inherited IRAs are more complicated under the SECURE Act. When you started working, you opened an Individual Retirement Account (IRA). Over the years, you have
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 cost to young families without an estate plan is high. Young families are busy. Understatement. Diaper changing, potting training, doctor visits, meal times, and
All adult Americans need an estate plan. Age 18 is an important year. In many states, this is the age when you can first vote,
Purchasing life insurance became a priority for many in response to COVID-19. Many people under age 44 do not see a need to purchase life
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
A life settlement can provide additional funds to use in retirement. If you are in retirement, you are living on a fixed income. What you
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