Are You Ready to Retire? These Professionals Can Help
Retirement can be a confusing time in a person’s life.
Here’s Why You Need an Estate Plan in 2019
Besides new exercise regimes and attempts at savings accounts, from a legal perspective, the new year is the perfect impetus for tackling life’s perennial to-do list.
Don’t Neglect Planning for Long-Term Care
As people live longer, the retirement population grows and health care costs climb, long-term care is a critical component of family financial planning.
How Do I Include Retirement Accounts in Estate Planning?
While most estate planning focuses on physical property, like your home, and liquid assets, such as investment accounts, retirement plans can actually make up a large portion of one’s estate. Due to the specific tax rules governing these assets at death, you must plan carefully to ensure these funds are integrated properly into your estate distribution plans and tax savings strategies.
Legacy Planning for Farm and Ranch Families
Planning for the future of a farm, ranch or business can be a lot more complicated than just making a will, especially if there is more than one heir.
How Do I Plan the Succession of My Business?
After tough years building their businesses, most business owners take great pride in what they've created. Some owners are so proud and dedicated to their businesses that they don't wish to retire. Instead, they intend to continue leading the business they love, until their dying day.