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Healthcare in Retirement

Healthcare in Retirement

There is probably no subject more important – and more complicated – to successful retirement planning than the issue of health care costs in retirement.  There is nothing further from the truth in that thought that once we turn 65 Medicare will take over our health...
Preparing for Retirement: Housing

Preparing for Retirement: Housing

One of the biggest assets most of us will end up with as we near retirement will probably be our home. What you decide to do with it as you retire is probably one of the more important decisions you will make. Chances are reasonably high that you have lived in this...
Reducing Your Taxable Estate

Reducing Your Taxable Estate

While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be subject to the estate tax, there...
Estate Planning: How to Avoid Probate

Estate Planning: How to Avoid Probate

What is Probate? Probate is the court-supervised process of authenticating a last will and testament. It includes locating and determining the value of the person’s assets, paying their final bills and taxes, and distributing the remainder of the estate to their...