Skip to content

Blog

Beneficiary Designation Horror Story

Beneficiary Designation Horror Story

Regardless of your income or net worth, there’s one estate planning task you should do right now: check the beneficiary designations for your life insurance

Read More
Answers to 401(k) Questions

Answers to 401(k) Questions

As you develop your financial and estate plans, you should consider integrating 401(k) accounts into an overall retirement strategy. It’s an important part of the

Read More
Check on Your Beneficiaries…Today!

Check on Your Beneficiaries…Today!

When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that

Read More
Trimming Taxes for Retirees

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.”

Read More
Here’s What an Estate Plan Can Do for You

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

Read More
Hold Up on the Retirement Celebration until You Cross These off the List

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

Read More
How to Build, Protect and Enhance Your Wealth throughout Your Life

How to Build, Protect and Enhance Your Wealth throughout Your Life

“Save early and often. The sooner you start to save, the easier it will be to amass a comfortable nest egg -- thanks to the

Read More
How is Life Insurance Taxed in an Estate?

How is Life Insurance Taxed in an Estate?

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”

Read More
A Look at Target-Date Funds as You near Retirement

A Look at Target-Date Funds as You near Retirement

“They may not make sense once you're past the target date.”

Read More
IRA Info for Your Retirement

IRA Info for Your Retirement

“IRAs were established to help Americans save for their future, and retirement savers should take advantage of tax shelters such as IRAs to build and

Read More
Making That First RMD

Making That First RMD

If you turned 70½ last year but did not take the required minimum distribution (RMD) from your IRA, then you had until April 1 of

Read More
Avoid This Common Estate Planning Mistake

Avoid This Common Estate Planning Mistake

“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal,

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS