Article-95416

December 12, 2017 |

Do You Have to Update Estate Planning Documents When You Move?

Most people looking ahead to retirement are at least considering moving to another state, if only to be closer to family, maximize their retirement dollars ...

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Article-95411

December 11, 2017 |

Proper Buckets for Your Retirement Planning & Estate Planning

The composition of your retirement portfolio affects your ability to support your lifestyle after you retire as well as what you can give away to ...

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Article-95407

December 7, 2017 |

Hugh Hefner’s Unique Estate Planning Strategy

Trust arrangements established by the Playboy founder, Hugh Hefner, may enable his third wife to receive income without technically inheriting anything from the estate. He ...

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Article-95404

December 6, 2017 |

Don’t Make this Trust Mistake

  Establishing a trust in conjunction with the development of your will is frequently the cornerstone of a person’s estate plan. However, you shouldn’t think ...

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Article-95401

December 5, 2017 |

Make Sure Your Retirement Planning Includes the Costs of Long Term Care

You might be relatively healthy now and assume that this will continue for many years. But considering that plenty of research shows that most people ...

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Article-95398

December 4, 2017 |

Entering Retirement with Significant Debt May Affect Your Estate Plans

A recent study completed by the National Bureau of Economic Research finds that older individuals today are more likely to enter retirement with debt than ...

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