What to do? What to do? The 2020 presidential election is just around the corner and questions are being asked about how to protect...
Oh, my! I cringe every time I hear that someone has added their kids’ names to the deed of their house as an estate...
My parents were depression-era babies. And like many of their generation who experienced those years of economic desperation, when things improved, they planned and...
No question about it, Americans are living longer. My own family is a perfect example. My great grandfather died at age 65. My grandpa...
The financial world is filled to the brim with planning—financial planning, estate planning, retirement planning, longevity planning—and that only scratches the surface. With all...
Many of us who have lived a while have been conditioned to think that estate taxes are the number one issue when creating an...
The government giveth, and the government taketh away. And so it is with the Stretch IRA. For years, the stretch IRA has been a...
The times they are a-changin’. It was true when Bob Dylan wrote those words more than 55 years ago, and it’s just as true...