Estate plans, much like the people who create them, are all unique. Contrary to popular belief, there is no one-size-fits-all approach. While there are some general similarities that can lead two clients to have a very similar estate planning structure (e.g., all to spouse and then all to children in equal shares), there are always […]
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Millions of Americans are worried about running out of money in retirement. Boomers and Generation Xers are playing catch up to avoid having to drastically reduce their standards of living in retirement. Lowering your taxes on your retirement income and increasing your tax-free retirement income can help stretch those valuable retirement account dollars. Keep reading […]
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In today’s low-interest-rate environment, retirees are increasingly looking for stock dividends as a source of income to cover their costs. With stock yields often sitting higher than the interest payments on investment grade bonds, such a move can be tempting. Dividend investing comes with a risk, though: Companies can cut their dividends when the going […]
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While digital assets, or more precisely, cryptocurrency, have made certain transactions simpler, they have complicated the estate planning process. Clients who have acquired such assets must incorporate them into their estate planning documents or risk losing them forever. Digital assets, or more precisely, cryptocurrency, are growing exponentially in terms of value and popularity. Although cryptocurrency […]
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Key takeaways Consider getting your financial house in order sooner, rather than later. Your family and loved ones will thank you for it. As your family’s financial go-to person, make sure you have estate planning strategies in place that can help you protect and provide for your loved ones after you pass. On your own […]
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