The built-up equity in your home is an important factor in both retirement and estate planning. Do you envision your heirs wanting to someday occupy that home? If so, learn ways to use your home equity now to help in your own retirement planning, still preserving the home for heirs.
There is a lot to discover, learn, and know about how to proceed in life at age 65 and beyond. With Social Security benefit determinations, health insurance policies, and legal documents in order, you can begin to enjoy being 65.
2020 year end planning may offer some not-to-be repeated opportunities to take advantage of current low income tax rates and CARES Act provisions.
The Coronavirus pandemic has the potential to upend many Americans’ retirement planning, but careful adjustment of estate planning can blunt some of those effects.
The CARES Act has helpful provisions in the areas of retirement planning, health insurance, and small business planning.
“The right decision can be a retirement game-changer - and so can the wrong one,” cautions Ed Slott in Financial Planning magazine, referring to the choice many employees are given between a lump sum buyout and a pension. As estate and elder law attorneys, we not only...
Clients can stop freaking out about having enough money in retirement, Craig Israelsen assures readers of Financial Planning. At Rebecca W. Geyer & Associates, we were happy to learn of Israelsen’s positive investment prognosis. While we’re estate planning and...