Should You Take Social Security Benefits at Age 62?
An 8.7% cost-of-living adjustment for 2023 will provide Social Security beneficiaries with the biggest boost in four decades.
February 16, 2023
Blog Articles
What’s More Important: Estate Plan or Trust?
Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.
December 12, 2022
What Happens to IRAs and 401(k) when Spouse Dies?
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and the scheduled 50% reduction in the size of the federal estate tax exemption four years from now, has resulted in a renewed interest in estate planning for IRA and 401k accounts owned by married couples.
November 18, 2022
Estate Planning
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
September 22, 2020
Recent Posts
Subscribe to Our Blog Digest & eNewsletter