Inherited IRA rules can complicate estate planning. Although some jobs still have pensions, this is increasingly more uncommon. In place of pensions, most people now
The unexpected death of a spouse is devastating. Many factors in life cannot be controlled. Some of these can lead to untimely deaths. Even those
Portability election rules have been changed. For the better. Taxes are a common consideration in estate planning. The state and federal governments have several means
When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
The timing of Social Security claims has a significant impact on finances. With the rise of inflation and cost of living, each penny counts. This
Social Security rules can seem confusing. For many, Social Security is an important aspect of retirement income. Because it is insufficient to cover all expenses
Married couples can utilize a bypass trust to provide more estate planning control. Both married and single people must face the challenges of life. They
Blended families bring more complexity to estate planning. Understatement. Many households in America are blended family households. This can be a result of divorce and
It is important to revisit your trust. Most things in life require maintenance. A car needs its oil changed and will require parts to be
Taxes can be steep for those who inherit. At the current exemption threshold, few people will be impacted by the federal estate tax. Although more
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