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Tag: Estate planning

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….

Smart Tax Planning: Top 5 Tips for Retirees

Posted on June 1, 2023June 1, 2023 by Matt

Smart Tax Planning: Top 5 Tips for Retirees is a comprehensive guide on effective tax strategies for retirees. The blog post covers understanding taxation on retirement income, tax-efficient withdrawal strategies, the use of deductions and credits, as well as estate planning.

Here Are The Seven Most Common Retirement Traps And How To Avoid Them

Posted on April 1, 2023April 1, 2023 by Doreen

An individual’s retirement planning is an important aspect of their financial journey, requiring careful consideration and planning. Without proper planning, individuals may fall into retirement traps that can negatively impact their financial stability in the future. These traps can range from insufficient retirement savings to poor investment choices, inadequate estate planning, and underestimating retirement expenses.

Why Checking In With Your Estate Planner Now, Is a Wise Decision. 

Posted on February 2, 2023February 2, 2023 by Matt

The start of a new year is an excellent opportunity to take stock of our lives and resolve to make positive changes. Despite our best intentions, we’ll likely all be back at work, back at the office, back at the gym, back at the gym.

Digital Estate Planning, Here Is Why It Is Important

Posted on January 26, 2023January 26, 2023 by Doreen

Today’s money is controlled through online banking accounts, investing applications, trading platforms, and cryptocurrency exchanges. However, as the saying goes, you cannot take it with you. What happens to the funds in your online accounts when you pass away? Who receives it, and how does that function?

Avoid These 5 Mistakes When Drafting a Financial Power of Attorney

Posted on January 5, 2023January 21, 2023 by Doreen

Financial power of attorney is a potent estate planning tool, but you might encounter dire repercussions if you forget to identify a backup and provide overly wide gifting powers.

10 Financial Resolutions To Make 2023 Your Best Year

Posted on December 29, 2022January 21, 2023 by Doreen

Getting your financials in order at the start of the year is a great idea. Be especially cautious when you create financial resolutions. Watch out for excessive inflation and the possibility of a recession.

Why a Beneficiary Deed is a Good Idea

Posted on November 16, 2022January 21, 2023 by Doreen

There are several possibilities for bequeathing property to a loved one. A Will could, for example, provide for the inheritance of your house to your child. Alternatively, you might establish a Trust and finance it with your residence and other assets. Beneficiary deeds are another alternative for transferring property to heirs.

What Happens to Your Bitcoin After Death?

Posted on November 11, 2022January 21, 2023 by Doreen

Without your private key, your digital wallet is inaccessible to your heirs. In any case, being prepared ensures that your assets will be available when they need them.

Why You Need an Estate Plan?

Posted on September 19, 2022September 19, 2022 by Doreen

A lot of people believe that estate planning is only necessary for the rich. An early estate plan, however, may assist assure a stress-free retirement. Remember that proper estate planning will go a long way toward protecting and growing your assets over time.

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