Many people believe that if they have a will, their estate planning is complete, but there is much more to a solid estate plan. A good plan should be designed to avoid probate, save on estate taxes, protect assets if you need to move into a nursing home, and appoint someone to act for you if you … [Read more...]
Are You Financially Ready for Retirement? Plan Ahead
The assets in your qualified and non-qualified retirement plans will be included in your gross estate when you die. For those who have accumulated substantial assets in their retirement plans, the inclusion of these assets in their estates may cause a tax problem. So, you may have to pay a tax for … [Read more...]
6 Bad Reasons to Put Off Making a Will
Did you know that, actually, making a will could ultimately be a calming experience? And, especially these days, who couldn't stand a little down time? Following are six reasons some people put off making a will. Have you found yourself thinking this way? If so, read on to discover how you can … [Read more...]