An individual retirement account can provide a nest egg during your senior years, and the account can become part of your estate if you never need the money. There are also people that proactively use … [Read more...]
Will My Estate Be Taxed?
Taxation is naturally going to come to mind when you start to consider the estate planning process. In this post, we will provide an overview, and most of the news is surprisingly good. Income … [Read more...]
Five Estate Planning Moves to Make Before Year-End
As the year draws to a close, it’s time to take one final look at your finances and your estate plan. This will help you not only tie up any loose ends before December 31st but planning now will also … [Read more...]
Attend to These Finer Estate Plan Details
People often think of estate planning as the act of drawing up a will or a trust to state your final wishes with regard to asset transfers. This is definitely at the core of the process, but there are … [Read more...]
Low-Interest Loans: An Estate Planning Technique
The coronavirus has caused upheaval in society and the economy. But, this unique time also opens up opportunities in estate planning. Read on to learn more. Low-Interest Loans: An Estate Planning … [Read more...]
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