August 15, 2022 •
Estate Planning 
Life insurance is designed to protect your loved ones’ financial security if you pass away.
Read MoreJuly 18, 2022 •
Estate Planning 
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
Read MoreMay 27, 2022 •
Estate Planning 
Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.
Read MoreApril 25, 2022 •
Estate Planning 
There are many options, but the best use of the money is different for each widow and her unique circumstances.
Read MoreFebruary 15, 2022 •
Estate Planning 
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
Read MoreJanuary 24, 2022 •
Estate Planning 
According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.
Read MoreJanuary 14, 2022 •
Estate Planning 
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country's population will be aged 65-or-older within a few decades.
Read MoreJanuary 6, 2022 •
Estate Planning 
One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
Read MoreJanuary 3, 2022 •
Estate Planning 
Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
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