Contributions to an individual retirement account made before April 18, 2022 can be claimed on your taxes, one of the few potential savings still available for the 2021 tax year — and a way to boost retirement income!
Here are the basics on preparing financially for your child with special needs. Let's explore the different considerations that your family may face over the years.
Everyone’s needs and circumstances are unique, which can make proper planning not only tricky, but often overwhelming. A Special Needs Trust can give you the piece of mind that your loved one will be taken care of.
It's important to know what pitfalls to avoid when planning your trust. Don't leave when, what and how your estate is distributed to chance!
A well-drafted estate plan will fall short without an honest, detail-oriented and fair trustee. Here are some important things to consider when working on your trust.
A living trust offers many benefits such as creditor protection, protection from taxes, protecting a minor, passing wealth outside a probate, Medicaid planning and more. How can a trust help you plan for your family's future?
If you don't know much about annuities, you're not alone. Almost 40% of consumers couldn't answer a single question about them in a recent survey by the Life Insurance Marketing and Research Association. In this post, we'll try to take some of the mystery out of what can be an important part of your overall investment strategy.
You can still contribute for 2020 and get a jump start on 2021.
A summary of useful tax information to help you prepare for the 2021 tax year.
Finding time to manage your assets can be difficult. And you may not be comfortable leaving substantial assets outright to beneficiaries.
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