Something to consider before you embark on your summer travels.
Posts Categorized: Estate Planning
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.
The unimaginable sometimes happens, and it happens to young folks as well as old. This is something that needs everyone’s attention.
As baby boomers age, they are spending more and more of their assets on their children. How will this affect their estate plans?
Unfortunate battle over the estate of a man of peace, Martin Luther King Jr.
Retirement is not all golf and grandchildren. Many people spend years planning for retirement and think they have it all figured out, until they actually retire. A recent Wall Street Journal article set out a few areas where retirees don’t know as much as they think they do.