The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can...
Category - Previous Posts
What are the Major Changes to Social Security in 2020?
Four changes are taking effect for Social Security in 2020. Knowing the facts about those changes...
Protecting Inheritance from the Taxman
Received an inheritance of cash, investments, or property? Here are four ways that can help you...
Can You Afford a $450 Loss Every Month with Your Social Security?
Social Security can be a confusing topic but considering that 88% of workers expect to depend on...
What are the Biggest Mistakes Women make with Social Security?
Women face unique challenges when planning for retirement and making these mistakes can result in a...
When Should I Claim Social Security?
Know the five factors you should consider, when weighing whether it's time to tap your benefits.
If You’re Going to Die, You Need an Estate Plan
Estate planning sounds like you need to be of nobility and own country estates before it applies to...
Estate Planning for Parents with Young Children
What would happen with your kids, should something happen to you? It’s a question that most parents...
Do I Have to Pay Taxes on My Inheritance?
An inheritance is not subject to income taxes.
Why Should I Create a Trust If I’m Not Rich?
The perception is that trusts are for the very wealthy and that they cost a ton of money to set up...