When you work for someone else, that company or organization takes Social Security taxes out of...
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What Should I Keep in My Safety Deposit Box?
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud...
Are You Making the Most of the SECURE and CARES Acts?
There have been several law changes that affect IRAs passed since December 2019.
What Parts of Estate Plan Should Be Reviewed in the Pandemic?
Many people are taking this time at home during the COVID-19 crisis to update their estate plan...
What You Need to Know about Trusts
Generally, if you own property, have life insurance and/or have other assets which total over...
Update Will at These 12 Times in Your Life
It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’...
How Do I Talk about End-Of-Life Decisions?
No one likes to think about the end of their life, but it’s an important topic that many people put...
What Should My Estate Plan Include?
Though most people who contract COVID-19 experience mild symptoms, it doesn’t hurt to be prepared...
How Do I Use the Pandemic to Finish My Estate Plan?
The number of global coronavirus cases surpassed 900,000 on Wednesday—with more than 200,000 known...
Can I Make My Retirement Plan My Estate Plan?
People are worried about the possibility of a sudden death due to COVID-19, and they want to get...