Estate Planning
Does an Estate Plan Improve Retirement?
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years.
July 29, 2025
Advanced Directives
Estate Planning Steps for Retirement
Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.
April 23, 2025
Estate Planning
Have You Planned Enough Money to Retire?
Planning your retirement starts with understanding how much you’ll need. From there, you can calculate whether your savings and income sources are enough.
November 19, 2024
Asset Protection
Estate Planning Checklist to Keep You Focused
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
July 5, 2024
Estate Planning
Why are Older Americans Choosing to Age in Place?
Discover the impact of aging in place on estate planning and elder law strategies, highlighting the need for proactive legal guidance as older Americans choose to remain in their homes.
June 20, 2024
Estate Planning
How are Retirement Plans Handled in an Estate Plan?
Many an estate plan has gone awry due to a misunderstanding of how retirement plan benefits work or a failure to consider retirement plan beneficiary designations as part of an overall estate plan.
May 30, 2024
Estate Planning
What Women Preparing for Retirement Need to Know
Women live longer than men and generally make less money. This affects how they should prepare for retirement.
May 16, 2024
Asset Protection
Estate Planning for a Taxing Inheritance
Inheriting a pre-tax IRA may be less beneficial than the parent intends.
April 25, 2024
Estate Planning
Can I Decline an Inherited IRA?
If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.
March 28, 2024
Estate Planning
Retirement Planning: Embracing Life Beyond the Numbers
In a world where financial headlines often paint a grim picture, it’s easy to get lost in the woes of bear markets, inflation and looming recessions. This is especially true when it comes to planning for retirement. As Roger Whitney, a contributor at Forbes, insightfully points out in his article “Retirement Planning Is More Than Financial Planning,” the traditional focus on…
February 28, 2024