“The road to retirement is pretty straightforward—until you start getting close.”
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529 Saving Plans for Your Grandkids’ College
“If you use a 529 plan to save for a grandchild, here's what you need to know.”
How to Tap into Your Ex’s Social Security Benefits
“Even though you and your ex-spouse may no longer be in love with each other, you may still have the ability to tap into his
THE LONGEST DAY – WEDNESDAY, JUNE 21
The Longest Day is a team event to raise funds and awareness for the Alzheimer’s Association. It is held annuallyon the summer solstice, the duration
Why Does a First Responder Need a Living Will?
“It is not easy to speak about living wills. But for every first responder, it’s a conversation worth having.”
Trimming Taxes for Retirees
“For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.”
Planning Ahead with Long-Term Care
“The experiences of people we care about often deeply affect us.”
Here’s What an Estate Plan Can Do for You
"It’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you
Hold Up on the Retirement Celebration until You Cross These off the List
“Months before you walk away, gold watch in hand, there some steps to take to maximize your benefits, take care of taxes and pave the
Community Activist Flower Shop at Center of Estate Battle
“Family issues over the estate of the late Veronica Shoemaker have been settled. Her daughter, Mattie Young, will continue to run the florist shop that
Playing with Fire? Having an Annuity in Your Traditional IRA
“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.”
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Latest Posts
- The Trust Was Signed… So, Why Is the Family Still Going Through Probate?
- Assets Are Transferring. But Clarity Is Not.
- 7 Estate Planning Mistakes That Can Quietly Undermine Your Family’s Legacy
- How One Small Decision Can Cost You Medicaid: The Mistakes Families Never See Coming
- What Happens If You Become Incapacitated Without a Power of Attorney?










