A comprehensive estate plan can help your loved ones to avoid a litany of stresses and court procedures after your death. Therefore, it is important to prioritize detailed, high-quality estate planning, regardless of the stage of life you’re in. Unfortunately, many people are unfamiliar with the various tasks and strategies associated with estate planning—and this […]
Category Archives: Retirement
Retirement blog archives section.
How Should You Handle Retirement Accounts in Your Estate Plan?
Retirement accounts tend to make up a significant portion of people’s wealth. As you plan your estate, you must consider the impact your tax-deferred retirement accounts will have on your estate overall. These plans could include IRAs, 401(k)s and 403(b)s, among others. You should always take all the necessary steps to minimize the potential tax […]
Durable Power of Attorney Helps You Plan for Worst-Case Scenarios
If you get into an accident or suffer an illness that leaves you unable to provide instructions for your own healthcare or to manage your finances, it is important to have powers of attorney in place to make sure you are covered. While it is never pleasant to think about these worst-case scenarios, acting now […]
How Medicaid Planning Could Enable You to Prepare for Long-Term Care
Among the greatest fears of people in the United States as they get older is that they will be forced into a nursing home at some point in their lives. There are plenty of reasons why individuals would want to avoid nursing homes, including a lack of personal autonomy and the huge costs of this […]