Don’t become just another statistic. Follow through with your planning goals and gain peace of mind!
Did you know that studies have shown that about 80% of people who make a New Year’s resolution fail them by February? If you resolution was getting your estate affairs in order, then you’re in luck, because estate planning is simpler than you think! Identify ways you can keep your promise:
What language MUST be in EVERYONE’S Power of Attorney
Gifting strategies that avoid the five-year Medicaid lookback
How you can protect assets from being taken by the nursing home
Is your trust considered revocable or irrevocable – what’s the difference?
Why your IRA distributions are directly affected by the SECURE Act