his true life story illustrates the importance of life insurance and of estate planning to protect children from disputes and financial burdens.
Month: February 2022
It is very effective to give money to charity through an IRA distribution sent directly to that charity. Your Required Minimum Distribution is thus turned into a Qualified Charitable Distribution.
A social security/tax planning strategy called the Social Security Split can impact estate and gift planning as well as social security benefits themselves…
Life expectancy, divorce and remarriage, and healthcare costs are all factors relating to seniors’ decisions about social Security benefits.