his true life story illustrates the importance of life insurance and of estate planning to protect children from disputes and financial burdens.
Army Vet Helps Both Civilians and Vets Prepare for the Best
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Month: February 2022
Could Your RMD Become a QCD?
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.
More About Social Security and Estate Planning
A social security/tax planning strategy called the Social Security Split can impact estate and gift planning as well as social security benefits themselves…
The Place of Social Security in Estate Planning
Life expectancy, divorce and remarriage, and healthcare costs are all factors relating to seniors’ decisions about social Security benefits.
