Dec 31, 2018 | Estate Plan, Power of Attorney, Snow Birds, Will
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Enjoy Being on Hold? Call Social Security Include Fun in Your Retirement → Snowbirds May Want to Consider a Checklist Heading to a warm climate is a good idea but perhaps it is best...
Dec 28, 2018 | Retirement, Social Security
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Widows Face Multiple Challenges Including Finances Snowbirds May Want to Consider a Checklist → Enjoy Being on Hold? Call Social Security However, the long wait may be reduced, as the...
Dec 27, 2018 | Financial Planning, Surviving Spouse, Widow
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Disorganized Digital Assets? Your Heirs May Face Some Problems Enjoy Being on Hold? Call Social Security → Widows Face Multiple Challenges Including Finances There are many...
Dec 26, 2018 | Digital Accounts, Estate Planning, Social Media
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← IRS Proposal: No Clawback on Huge Gifts Widows Face Multiple Challenges Including Finances → Disorganized Digital Assets? Your Heirs May Face Some Problems Your heirs may find...
Dec 25, 2018 | Generation Skipping Transfer Tax, Gifting
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Get the Best Results from Charity Giving Disorganized Digital Assets? Your Heirs May Face Some Problems → IRS Proposal: No Clawback on Huge Gifts IRS proposed ruling means wealthy can...
