Personal and financial maturity are fundamental to being prepared to receive an inheritance. Your children are adults. Each of them has embarked on higher education,
Tax penalties can be especially stressful in retirement. You have built your nest egg. Now you are in or nearing retirement. In retirement, you should
Whole farm planning involves considering the next generation. If you own a family farm, your wealth is in your work. You may have inherited the
Tax mistakes in retirement can threaten financial security. Saving for retirement is important. We have all heard this, yes? You need money to pay for
Making a trust an IRA beneficiary can be complicated. You have a traditional IRA as part of your retirement planning. This tool serves you well
A Charitable Remainder Trust can be a tax-efficient means of passing on your IRA when you die. You have been saving for retirement for most,
People should undertake a beneficiary review every few years. You have several types of assets. You own a home. You have retirement accounts and bank
It can be easy to overlook opportunities for tax breaks. You are recently retired. During your working years, you understood where you could save money
Farm families have a lot to lose with inadequate estate planning. You are a farmer. You are in the business of farming. The farm has
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
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