A couple in their late 60's looking over a document with a woman in a suit.

New Year’s Resolution: Creating An Estate Plan

Why creating an estate plan early in the New Year will make for a worry-free year
The beginning of a new year is rich with possibility. It’s a chance to start fresh, set new goals, and (hopefully) stick to resolutions. Estate planning, while not always fun to think about, is necessary, …

An older couple looking over some papers

Estate Planning for Retirement

Estate Planning Must-Haves as You Enter Retirement
Retirement is an exciting time. After many years of hard work, the days of reading, traveling, and relaxing without the ping of your email is upon you. Now, all that’s left to do is guarantee that retired life will live up to its potential, …

How to Stretch Your IRA

An Estate Planning Method for Your Retirement Account
We often hear questions from clients about how they can preserve their retirement savings and pass that value along to beneficiaries without the big tax hit. There is, in fact, a solution to distribute the assets in your “golden year funds” to your …