Essential Financial Planning Strategies for Seniors: Secure Your Retirement and Estate
As seniors approach retirement, the importance of financial planning cannot be overstated. Ensuring sufficient resources and safeguarding assets for future...
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July 17, 2019
Elder Law, Estate Planning, Medicaid, Medicare
Elder Law, Estate Planning, Medicaid, Medicare
3 Reasons You Should Consider an Elder Care Law Attorney
It is a fact that as one progresses in age, legal concerns become a bit more complicated than those that...
November 22, 2015
Tax & Accounting, Tax Planning
Tax & Accounting, Tax Planning
2015 Year-End Tax Planning Tips for Individuals
2015 Year-End Tax Planning Tips for Individuals Year End tax planning strategies for individuals this year include postponing income and...
November 20, 2015
Asset Protection, Transfer of Assets
Asset Protection, Transfer of Assets
Five Issues to Consider Before You Transfer Your Home to Your Children
Five Issues To Consider When Transferring a Home To Your Children Before transferring your home to your children, there are...
November 17, 2015
Social Security
Social Security
Lawmakers in Washington Have Made Major Changes to Social Security
Changes to Social Security will take away some key planning strategies that couples used to boost their total benefits As part of...
December 9, 2014
IRA, Trust Beneficiaries
IRA, Trust Beneficiaries
Should You Name a Trust as Beneficiary of Your IRA?
Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...