Seven Key Elements of Estate Planning
…of their own documents. 2. POA can come into force in three ways: “Springing,” which comes into force at the moment of incapacity. Durable, which comes into force as soon…
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3 Questions to Ask Before You Downsize
…If you own your home, you’ll pay a real estate agent’s commission to sell. And before moving, you’ll probably need to resolve deferred maintenance, do a deep cleaning and spruce…
Ideas for Effective Charitable Giving
…about your favorite local businesses, your employees, or your community at large, here are a few ways you might make an impact while keeping your own finances streamlined. Support Your…
Mark Levin
…as well as have protected theirs’ or a loved ones’ assets from being wiped out by long term care expenses, feel free to contact me at 847-370-5857 or at mark@secureyourworld.net….
Asset-based Protection / LTC
The past is now gone. Welcome to a whole new generation of financial instruments that break free from the traditional long-term care model of insurance. All of us must face…
Are your beneficiaries up to date?
…assets go where you want them to go. Explore Beneficiary Strategies It’s common for spouses to name each other as primary beneficiaries, but married couples (especially those with children from…
5 Financial Considerations of Divorce
5 Financial Considerations of Divorce From: REAP, LLC. | Retirement & Estate Advisors & Professionals No one wants to think about examining and dividing their finances, but divorce happens. In…
Managing Surprises and Sticking to Goals
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
What to know about equity compensation
What to know about equity compensation From: REAP, LLC. | Retirement & Estate Advisors & Professionals It’s become increasingly common for companies to offer equity, or company stock, as a…
Municipal Bonds Outpacing Stocks And May Offer Attractive Tax-Equivalent Yields
…and foremost, unlike Treasuries or corporate bonds, the interest paid on municipal bonds is free from federal and, in some cases, state and local income taxes. That may make munis…
