Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor. Such conversations often leave people shaking their heads, asking what the world is coming to, and feeling vulnerable and frustrated. However, an important tool has… Read More »
Posts Categorized: Estate Planning
The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was signed into law on March 27,… Read More »
Although the impacts of COVID-19 continue to leave Americans and the global community uncertain of the future, you don’t have to feel helpless. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important and relatively easy things you can… Read More »
If nothing else, recent events have brought us face to face with mortality. Although none of us knows when death will overtake us or a loved one, we know that someday it is going to do exactly that. We can deny the inevitable, or we can prepare for it. By preparing for death, we can… Read More »
Something to consider before you embark on your summer travels.
IRA growth after retirement has previously been limited by required mandatory distributions. A new deferment option now allows seniors the opportunity for more retirement account growth.
Some thoughts about exercising wise stewardship.
The last proposed budget of Barack Obama’s presidency contains several changes to the tax code that could affect your estate plan.
It is not easy for nonprofit organizations to secure new funding sources every year. When a regular donor passes away, the organization is often left with a desperate need to replace the funding. If you want to avoid this happening to your favorite charity, you can leave an endowment in your estate plan for a lot less money than you probably think.
Jim Daly, the president and CEO of Focus on the Family, gives great tips on talking with young ones about death.