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Retirement Planning Does Not Stop in Retirement
If you’re retired, you enjoy good news in that you’ll probably live longer and perhaps better that your parents and grandparents did. The bad news: You’ll live a longer and perhaps more expensive life, too. You face decisions your parents or grandparents likely didn’t...
Is Your Retirement-Ship Stuck in the Suez Canal?
People in their 40s and 50s should really look at maximizing everything they can do to prepare for retirement. This is especially true as our life expectancy grows longer, thanks to improvements in medical science. You should aim to maintain a reasonable retirement...
What to Expect When Working with Your Estate Planning Team?
Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the...
Go to Estate Planning and Your Residence: When the Grass Really is Greener!
Estate Planning and Your Residence: When the Grass Really is Greener!The rules that govern each state’s estate taxes are not necessarily created equal. A person can live, do business, and own real estate in many different places, but legally have only one domicile—or...
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