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Register today for this free workshop to learn about the importance of Living Wills and Powers of Attorney.
Tax Deductions with Roths and Traditional IRAs
A 23-year-old single contributes the maximum $18,000 to his Roth 401(k) at work in 2016, and his employer matched $9,000. So, is he allowed to
Delaying Social Security to Boost Your Benefits
Delayed-retirement credits increase Social Security benefits each month after you reach full retirement age (66 for those born between 1943 and 1954). If you accumulate
Preparation for the Possibility of Alzheimer’s
The Alzheimer’s Association reports that one in three seniors will die with Alzheimer’s or some other form of dementia. These dramatic numbers mean that, either
Trump Transfers Condos to Trust
Trump has transferred 71 properties—primarily condo units in a handful of buildings—into his personal trust. He promised that the trust would be run by his
The Worst Estate Planning Mistakes by Celebs in 2016
A wealthmanagement.com article, “Top Four Estate Disputes of 2016,” gives us a sampling of some of the major estate planning issues among the recently passed
Michigan State Grad and Employee Gives Back through Estate Planning
Valarie Montgomery may have retired from overseeing Michigan State’s financial operations, but she used her estate plan with her husband Mark to leave a legacy
Farm and Ranch Families May Get Help with New Legislation
Proposed estate tax repeal legislation has been introduced in Congress that would assist farm and ranch families with the challenges of passing their family businesses
The Time for Estate Planning is now
The (Dodge City, KS) High Plains Journal, in “Estate planning is for everyone,” notes that people spend a lifetime working and building an estate to
Jazz Owner Uses Legacy Trust to Keep Basketball Club in the Family
The ownership of the NBA franchise, the Utah Jazz, along with its home, the Vivint SmartHome Arena, has been transferred from owner Gail Miller to
Calculating Your Social Security Benefit
Many newly-minted Baby Boomer retirees may wonder how often they should be receiving a Social Security benefits statement in the mail. They also ask what