Blog
- Someday’ Is Sooner than You Think
February 17, 2022
If you and your siblings have been worrying about older parents please understand that ‘someday’ is sooner than you think. The cause for sleepless nights for many, now comes from worrying about older parents. As parents age, it becomes more important to talk with them about a number of “someday” issues, advises Kanawha Metro in […]
- Retirement Minimum Distribution (RMDs) Fundamentals
February 17, 2022
Most people don’t know the rules about required minimum distributions. Also known as “RMDs,” these are the rules that require investors to make withdrawals from their retirement accounts the year that they turn 70½. However, says Forbes in the article “5 Things to Know About RMDs,” these withdrawals can have a major impact on cash flow, […]
- Retirement Is Not Tax-Free
February 17, 2022
What many people don’t realize that when they start drawing funds from those 401(k)s, they’re taxed. One of the reasons the accounts are so popular, is that a traditional 401(k) is funded from pre-tax paychecks, so the money deposited into the plan and any gains on the investment are not taxed until the money is […]
- Parents Want Their Children To Be Taken Care Of After They Die
February 17, 2022
There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents. New clients often say that they do not have an estate plan. Most people are surprised to learn that they actually do have a plan. In the absence of legal planning […]
- Kids Grown Up? Protect Them with These Three Documents
February 17, 2022
Kids Grown Up? Protect Them with These Three Documents “Right is right even if no one is doing it; wrong is wrong even if everyone is doing it.” Saint Augustine of Hippo “Everybody knows how to raise children except for the people that have them.” P.J. O’Rourke Without the right documents in place, you do not […]
- Is a Revocable Trust Valuable in Estate Planning
February 17, 2022
“Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no hope at all.” Dale Carnegie. “In three words I can sum up everything I’ve learned about life: it goes on.” Robert Frost. Yes a revocable trust is valuable in estate planning. […]
- I’m Rich! What Should I Do Now
February 16, 2022
WMUR.com’s recent article, “Handling unexpected wealth,” says the first thing to do is to really step back and review your finances. Did you win the lottery or a game of high stakes poker? What about an inheritance? Depending on how much you have received, you could be in a very different place financially. You should take […]
- How to Help Your Aging Parents Get Financial Benefits
February 16, 2022
If you notice your aging parent is struggling financially, you probably want to pitch in and help. Of course, doing so will mean that less money is available to pay your bills and save for your retirement. Your loved one’s money troubles could create economic stress for you and your children. It would be wonderful […]
- How to Decide Who Your Healthcare Proxy Should Be
February 16, 2022
It’s especially important to name a healthcare proxy, because the chances of having a crisis escalates dramatically as we age. That’s why so many people put off naming a healthcare proxy, says Forbes in the article “How to Select A Healthcare Proxy,” often only addressing this, when they are completing other documents for their overall estate plan. […]
- How Do Trusts Work in Your Estate Plan
February 16, 2022
How Do Trusts Work in Your Estate Plan? A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee for beneficiaries. However, determining which type of trust is best for each family’s situation and setting them up so they work with an estate plan, can be […]
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