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Did Loretta Lynn have an Estate Plan?

Loretta Lynn Estate Planning

Country music icon Loretta Lynn passed away at the age of 90 on Tuesday, October 4th. The renowned singer had reportedly planned her funeral service before her death.

Can I Retire in a Bear Market?

Retirement During a Bear Market

It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’

Why are Trusts a Good Idea?

Trust Planning

Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.

What Jackie Kennedy Knew about CLATs and Estate Planning

Jackie Kennedy Sunglasses CLAT planning

Jacqueline Kennedy Onassis will long be known for many superlative distinctions: an internationally beloved former first lady of the United States, one of the most influential contributors to the restoration and preservation of the White House and a peerless cultural icon.

Can You Catch-up? IRS Increases Contributions Limits

Retirement Account Contributions Nest Egg

If you find that you have fallen behind in your retirement savings, you are not alone.  Investment advisor Vanguard reported recently that only 14% of 401(k) participants contributed the maximum amount annually, and only 16% of eligible employees 50+ made additional catch-up contributions.

Are There Less Restrictive Alternatives to Guardianship

Man with dementia may need less restrictive alternative to guardianship

Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.

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