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Category: Estate Planning

These Wealth Transfer Hacks Will Make Your Kids Thank You Forever

Posted on September 18, 2023September 18, 2023 by Doreen

There is a significant shift of wealth from baby boomers to their children as they seek to provide financial support. As the younger generation accumulates wealth, financial and wealth planning strategies must…

Think Health Costs Are Your Biggest Retirement Worry? Think Again

Posted on September 15, 2023September 15, 2023 by Doreen

Retirement is a phase of life that many look forward to, envisioning it as a period of relaxation and reduced expenses. Recent data indicates that retirement finances may be unpredictable. A study…

Estate Planning Bombshell: How Life Insurance Can Save Your Family from a Tax Nightmare

Posted on September 3, 2023September 3, 2023 by Matt

Contrary to popular belief, life insurance isn’t just for young families or those with mortgages. Retirees have compelling reasons to consider life insurance as well. With longer life expectancies and rising healthcare…

Umbrella Policies: Safeguarding Your Retirement Years with Added Assurance

Posted on August 12, 2023August 12, 2023 by Doreen

An important characteristic of retirement is that it marks a transition from active work to leisure and relaxation. Do you require extra insurance after this transition? If you want to protect the…

Why Your Inherited IRA Might Be Worth Less Than You Think

Posted on August 6, 2023August 6, 2023 by Matt

In 2023, the total value of IRAs in America surpassed $12 trillion. With diligent savings, many individuals hope to pass on a significant portion of these funds to their heirs. However, recent…

Shocking Tax Loopholes: Lifelong Gifting vs. Bequests

Posted on July 23, 2023July 23, 2023 by Matt

Retirement is the perfect time to plan your legacy. Among the most important decisions are how and when to pass your assets to your loved ones. Should you gift during your lifetime…

Unbelievable Celebrity Estate Blunders: Learn How Not to Repeat Their Mistakes

Posted on July 22, 2023July 22, 2023 by Matt

Estate planning is not just for the ultrarich or famous; it’s a crucial process everyone should consider. The high-profile cases of celebrities like Prince, Aretha Franklin, and James Brown highlight the importance…

Retirees, Hedge Funds, and Heirs: The Love Triangle You Never Knew Existed

Posted on July 2, 2023July 2, 2023 by Matt

Have you ever wondered about the intersection of hedge funds and estate planning for retirees? If so, this is the right article for you. Here, we’ll shed light on whether retirees should…

The Truth About Your Lifespan: How to Predict Exactly How Long You’ll Live

Posted on July 1, 2023July 1, 2023 by Doreen

When planning for retirement, understanding your potential lifespan is crucial. What if you knew you would live to be 100? While predicting the future is impossible, there are tools available that can…

Avoid These Retirement Mistakes or Risk Being Broke Forever

Posted on June 13, 2023June 14, 2023 by Doreen

When preparing for retirement, it’s crucial to avoid common errors that can hinder your financial stability in the long run. Retirement changes your daily routine, including new income sources and varied commitments….

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