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Trusts, Wills, and Your Legacy

Do you know if your will is enough to achieve your objectives when you pass or are incapacitated? The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy.

If you are one of the 10,000+ people turning 65 every day, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older.

Understanding Property and Casualty Insurance for Home and Auto

When it comes to Property and Casualty Insurance for home and auto, most people are under-insured in the event of a major accident or total loss of their home.

The SECURE Act made significant changes to IRAs, required minimum distributions (RMDs), qualified charitable distributions (QCDs), and other retirement planning tools. It will affect your tax plan, your estate plan, and in-turn your overall retirement plan.

Freshly Updated for the SECURE Act
IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. 

Social Security is a very complex system so regardless if you are planning for your retirement or are already retired, it’s natural to have questions. And you should be asking those questions.

If you are one of the 10,000+ people turning 65 this year, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older.

Predicting what your future health care costs in retirement can be tricky. While most people know that their health expenses will most likely increase as the years go by, it can be hard to pinpoint an actual number with any degree of accuracy to budget for.

Trusts, Wills, and Your Legacy

Do you know if your will is enough to achieve your objectives when you pass or are incapacitated? The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy.

Technology is everywhere; from smart-homes, to cell phones, tablets, and even self-driving cars. While technology has made our lives easier, it’s also opened the door for criminals to commit robbery without ever physically entering your home. So, the question is, how do you defend yourself against someone that you can’t even see?