Retirement Planning
Medical Directives
What is a Medical Directive? Definition: A Medical Directive is an expression exercising a person’s right to accept or decline medical treatment, even if it results in death. A Medical Directive is a powerful planning tool to make decisions concerning one’s health care personally rather than leaving it up to others. Medical Directives are typically acknowledged or…
Read MoreTypes of Trusts
Types of Trusts. Defining a Trust is just the beginning. There are many varieties and types of Trusts. Designing an effective structure requires an understanding of what the materials and the tools the shape them can do. This is a simply overview of some of the most common types of Trust: Testamentary Trust. A Testamentary…
Read MoreTo Tell or Not to Tell Your Children About Your Estate
To tell or not to tell your children, are they ready? What should you tell your children about your estate? How much do you tell them about your personal or business finances? How much do they need to know? How much of it is simply none-of-their-business? These are questions we hear often. Parents want guidance…
Read MoreLegacy IRA Act
Using Your IRA for Charitable Gifts If it becomes law, the Legacy IRA Act will be a powerful tool for both retirement planning and charitable giving. Currently, there are only two ways to give your IRA to charity without triggering a tax. First, if you are age 70 ½ or older you can make a…
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