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Estate Planning Tools for Seniors

February 28, 2020
Far too many people have no estate plan in place at all, and many of those who have made plans for their future have made only a simple last will and testament and not gone any further in the estate planning process. While...

New Law Makes Big Changes to Retirement Plans

December 20, 2019

Congress has passed a spending bill that contains major changes to retirement plans. The bipartisan legislation is designed to provide more incentives to save for retirement, but it may require workers to rethink some of...

Are Americans Confused about Taxing the Rich?

August 23, 2016
A new poll reveals that the majority of Americans agree with eliminating the estate tax, which suggests that they want to lower taxes on the wealthy. The same poll also suggests, however, that the majority of Americans want...

Women Live Longer than Men but Not Healthier

August 19, 2016
A new study reveals that women can still expect to live longer than men on average; however, women suffer from more disabilities in those extra years. For some time, estate planning for older married couples has been based in...

Splitting a Farm to Keep It in the Family

August 17, 2016
Farmers who have more than one child have an estate planning dilemma. The most valuable property they have is almost always the land and the farm equipment. If all of the children are not interested in farming, it can be...

How to Apply for Social Security

August 15, 2016
When to apply for Social Security benefits is an important decision that requires careful consideration, but it is also important to know how to apply. It is very easy to find advice about when you should apply for Social...

Postnuptial Agreements for Estate Planning

August 9, 2016
Americans are familiar with prenuptial agreements that detail how a couple's property will be divided in the event of a divorce or death. In most states spouses can reach similar agreements after they get married. The...