From: theamericanretiree.com
While saving for retirement is essential, what follows next is at least as vital as your plan of action after retirement. Regardless of how diligently you save throughout the accumulation phase, preparing how those assets will be converted into income is essential.
Many seniors have no source of fixed income other than Social Security and their retirement…
From: theamericanretiree.com
Many people have the idea that estate planning is only for the wealthy. However, it may be time to reconsider because an early estate plan helps ensure that your retirement years are stress-free. Remember that good estate planning will go a long way toward safeguarding and developing your money over time.
Although each person’s circumstances will vary, there are several common considerations when planning…
From: www.kiplinger.com
Every family has one – or maybe more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. Here are some tips for managing them in your estate plan.
Every family faces a unique set of circumstances when it comes to wealth, financial planning and thinking about the future. But no matter the situation –…
From: www.bankrate.com
A grantor trust is a type of living trust in which the person creating the trust (the grantor) remains the owner of the assets and property in the trust for both income and estate tax purposes. A grantor trust is taxed at the grantor’s personal tax rate, which is usually lower than at…
From: retirement.tips
Most people agree that, in theory, estate planning is a necessary task regardless of wealth. But it tends to be an uncomfortable process for many people, as it involves confronting your own mortality – not to mention having some potentially difficult conversations with family members.
Many people also aren’t aware of the various estate planning tools that are available for protecting…
From: theamericanretiree.com
As you approach retirement, your estate plans may differ from those during other stages of your life. During retirement, a comprehensive estate plan must consider your financial needs, ensure they are met, and provide additional safeguards. The following are some ways to develop this type of plan.
Having to reside in a nursing home or similar facility for an extended period of…
From: www.businessmole.com
For company owners, estate planning is essential. When you’ve worked so hard to establish and expand your family company, it’s hard to envision not being in charge of it anymore. In other words, they don’t know what it would imply for their company if something unexpected happened. That is why forethought is essential.
Suppose your incapacity or death, a well-thought-out estate…
From: www.aaepa.com
Everyone who lived through September 11, 2001, shares a common experience. Although colored by our individual circumstances, we remember looking at the horrific images of destruction and misery and wondering why this tragedy occurred. Since that fateful day, Americans have flocked to churches, synagogues, mosques, and other places of worship seeking answers to questions regarding the meaning of life and the…
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Go to page: Estate Planning in 2021 and BeyondFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
The new administration has proposed tax changes that could affect estate planning for the wealthy.
While these proposals may not pass, they offer an important reminder. No matter what, it’s important to remain alert to how the tax code can affect investments and the assets we want our families to inherit.
And while it’s hard to act in the…
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