August 27, 2020
Make the Most of Your Social Security Benefits
The more you know about Social Security, the more you’ll likely be able to get out of the program.
August 26, 2020
Better Plan than a Reverse Mortgage?
Using the equity in your residence is a method many people use to raise cash. There are several methods that a homeowner may use to tap into this income vein, but some may be better suited than others. One popular option—that often fills the airwaves with commercials—is the reverse mortgage. However, while popular, this may not be the best choice for many homeowners.
August 25, 2020
Business Owners Need Estate Plans
Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
August 24, 2020
Take Advantage of Tax Laws Now
If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.
August 21, 2020
Planning For Incapacity Is Important
One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.
August 20, 2020
Planning An Estate After A Divorce
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
August 19, 2020
Asset Protection In Estate Planning
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
August 18, 2020
Inherited IRAs Require Care
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
August 17, 2020
Do You Need a Medigap Policy?
While Medigap policies are standardized, regardless of which insurance company sells them and where you live, the premiums can vary from insurer to insurer and among locations. Experts say that this makes it important to understand the differences you may see, when evaluating your options.
August 13, 2020