SECURE 2.0 legislation offers many opportunities for employers to offer retirement planning benefits to employees and also benefit their own bottom line….
SECURE 2.0 Helps Those Who Help Themselves – and their Employees
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Caring For Generations
Month: February 2023
Putting Wheels on Estate Planning
by Cara Chittenden | Feb 15, 2023 | Uncategorized
Driving – and when it is time to stop driving – is an important aspect of panning for seniors.
Tell ‘Em in Writing What You Told ‘Em
by risraelov | Feb 8, 2023 | Directives, Estate Planning, estate planning documents, Indiana estate planning
A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
Things Might Have Been Different in Indiana
rebeccageyer | Feb 2, 2023 | updating estate plans, wills
Story in the Jerusalem Report hghlights the importance of keeping one’s will updated.
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