September 25, 2013 |
The Phases of Retirement
Too many individuals find themselves altogether unprepared for retirement. The difficulties that this unpreparedness creates are compounded by the fact that, with longer life expectancies, ...
Learn MoreThe Phases of Retirement
Too many individuals find themselves altogether unprepared for retirement. The difficulties that this unpreparedness creates are compounded by the fact that, with longer life expectancies, retirement is longer than individuals had originally anticipated. A recent article discusses how people can plan for the three phases of retirement.
The Early Years
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September 24, 2013 |
Considerations for Charitable Giving
The United States is home to thousands of charitable organizations that benefit everything from diabetes research to stray cats. These charities provide unlimited opportunities for ...
Learn MoreSeptember 19, 2013 |
Double Your Estate Tax Exemption
When a person dies, not all of his or her estate will be subject to federal estate taxes. A base amount of his or her ...
Learn MoreSeptember 18, 2013 |
Knowing When it is Time to Hand Over the Car Keys
There are no state laws that deal directly with elderly drivers when they begin to pose a risk to other drivers. Therefore, family members are ...
Learn MoreSeptember 17, 2013 |
Pass on the Bypass? Is a Bypass Trust Necessary?
Many people wonder whether bypass trusts are still necessary for asset protection. Even after the 2013 unified credit changes have been implemented for estate planning, ...
Learn MoreSeptember 12, 2013 |
Long-Term Care for Your Cat
All too often, cats are surrendered to animal shelters because their owner either died or had to enter a long-term care facility where the cat ...
Learn MoreSeptember 11, 2013 |
Avoiding the Financial Crisis of Long Term Care
Many elder Americans are not prepared for the high costs of long-term care. This is causing a financial crisis, as too many Americans are relying ...
Learn MoreSeptember 10, 2013 |
Protecting the Nest Egg: Asset Protection for Retirement
By the time a person retires, he or she should have created an asset base that is sufficient to allow him or her to retire ...
Learn MoreSeptember 5, 2013 |
Make Sure Your “S” Is Covered: Estate Planning Considerations for S Corporations
It is important for those who hold shares in an S Corporation to carefully plan for the distribution of those shares. The stakes for these ...
Learn MoreSeptember 4, 2013 |
When You Aren’t Sure Where to Start: Having an Estate Planning Discussion with an Elderly Parent
A majority of adults find it difficult to discuss financial issues with their aging family members. Although these are often difficult and uncomfortable conversations to ...
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