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When Did You Last Review Beneficiary Designation Forms?

big tax mistakes in retirement

When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them. This complexity is compounded, if there are errors or missing information on your beneficiary forms, as is often the case. Add to this the game-changer SECURE ACT, the largest retirement legislation that has been passed in decades—and there has never been a more important time to review your beneficiary forms.

Estate Planning Lessons From Warren Buffett

Estate Planning Tips from Warren Buffett

As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.

Estate Planning Lessons from Celebrities

Celebrity Estate Planning Lessons

While it can be easy to assume that celebrities would have airtight estate plans, time and time again Hollywood stars have made costly decisions that could have been easily avoided.

Maintaining Independence as We Age

Advance Directives improve Independence

This is also the time to consider what plans are in place to ensure you can maintain your own independence in the coming years. This includes creating or updating your estate plan, to be sure it reflects your wishes for your future and your family’s future.

Best Home Modifications to Maintain Independence

Accessible Home Modifications

As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.

Ensuring Your Estate Plan is Current Before Traveling: A Step-by-Step Guide

Older couple on vacation point to the horizon.

Planning a trip can be exciting, but before you jet off, it’s essential to ensure that your estate plan is up-to-date. Life is unpredictable, and having a current estate plan provides peace of mind, knowing that your wishes will be honored if anything unexpected happens. Here’s a step-by-step guide to help you ensure your estate plan is current before traveling.

Crafting a Legacy of Love this Father’s Day

Three generations celebrating Father's Day.

Congratulations, Dad! You’ve journeyed through the many stages of fatherhood, from guiding your children through their formative years to witnessing them become parents themselves. Amid all the challenges of recent times, your family has not only endured but thrived. As you reflect on these accomplishments, there’s a new horizon to consider: creating a lasting legacy of care and love for your family.

What New Fathers Need to Know About Estate Planning

New Fathers Estate Planning

New fathers actively engaged in their children’s lives understand their responsibility to plan for the future. While the idea of parents dying and leaving young children without loving parents is unimaginable, it does happen.

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