07.02.2021
What Are the Most Important Retirement Milestones to Keep in Mind?
Every kind of retirement benefit will have a separate eligibility age and your age can play a big role in how much you will be …
What Are the Most Important Retirement Milestones to Keep in Mind?
Every kind of retirement benefit will have a separate eligibility age and your age can play a big role in how much you will be able to get from social security and what you’d need to do to avoid retirement account penalties. Consider these important ages in your retirement plan to make sure that you are aware of these milestones. 
They include:
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Blog
07.01.2021
What Is the Federal Lifetime Exclusion?
In the United States, you are eligible to tap into something called a federal lifetime exclusion which is a specific dollar amount specified by the …
06.30.2021
What Does the Concept of Incapacity Have to Do with My Living Trusts?
A person’s inability to manage their own legal, health care, financial and property decisions can lead to the authorization of someone else to serve in …
06.23.2021
What Does It Mean to Be a Good Executor of an Estate?
Many people were prompted to write or update their wills in response to the Covid-19 pandemic, which is an important step in the estate planning …
06.21.2021
Who Needs to Be Notified After a Loved One Passes Away?
The passing of a loved one presents unique emotional challenges related to grief as well as issues of how to handle their administrative affairs in …
06.16.2021
Why Is Defining Incapacity an Issue for a Springing Power of Attorney?
If you have a springing power of attorney document, this means that the document becomes active when you are incapacitated. One of the leading reasons …
06.15.2021
What Does It Really Cost to Be a Caregiver?
When thinking about your estate plan, you must consider what might happen to you or your loved ones if you were no longer able to …
06.14.2021
Top Questions to Ask Before Retiring Early
Retiring early might be something you’ve thought about for years and in fact, you’re already envisioning how you’ll spend your days. But retiring early requires …
06.09.2021
New Study Shows Women Made Significant Changes to Their Planning Post Pandemic
The pandemic has had far reaching implications for many individuals and families and that has never been more true than now as it relates to …
06.08.2021
How Do Retirement Assets Fit into My Estate Plan?
Which assets should you plan to pass down? Which are those you should intend to live off of and how do taxes impact the equation? …
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