Myths and Frequently Asked Questions
Planning for the Recently Retired Myth #1. My level of employment should have no impact on what happens after my death. Because your paycheck from your job typically pays your …
Planning for the Recently Retired Myth #1. My level of employment should have no impact on what happens after my death. Because your paycheck from your job typically pays your …
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on …
Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because …
When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are …
Although cryptocurrency may be one of the latest investment strategies with great potential, for some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following …
Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might …
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved …
Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing …
Myths Myth: Individual retirement accounts (IRAs) are exempt assets in bankruptcy. Fact: The federal Bankruptcy Code protects up to $1 million of assets (adjusted for inflation every three years) held …
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones? If so, proceed with caution. Inherited retirement accounts …