Estate planning requires proactive steps. Perhaps you have never made an estates plan. Maybe you recently moved to another state, making the legality of your
Owning a small business requires specific estate planning. You are like many Americans. You own a small business. Over the years you have served your
Reverse mortgages are not the only option for getting available cash out of your home equity. Your are at least 62 years old. This means
Life insurance will be a useful estate planning tool. You want to leave an inheritance to your loved ones. To do so, you have created
Strategic action can reduce taxes on your inheritance. You received an inheritance recently. You are not sure whether you need to pay taxes. Although there
Trust beneficiaries may need to pay taxes on distributions. A trust is a useful estate planning tool. It holds assets and distributes them to the
Some states are lowering taxes to appeal to retirees. You have begun planning for retirement. Money and climate are two common considerations. You will review
Tax planning and estate planning are intertwined. Think for a minute about your estate planning goals. What comes to mind? Do you imagine helping fund
A family trust is set up specifically to benefit your family. You have thought carefully about your estate plan. You know a last will and
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
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