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A trust holds legal title to property for the benefit of another person (beneficiary). The person who creates the trust (the grantor) chooses a manager,
Americans are living longer than they were a generation ago, and the government knows it. Starting in 2022, that will be reflected in the amount of money you have to draw from retirement accounts at different ages.
Neglecting to update an estate plan can cause you problems. Failing to update an estate plan when the family includes a child with special needs
If you’re thinking of getting a revocable or irrevocable trust, you should know about a pour-over will. A trust holds legal title to property for
With the right planning, a person can become eligible for MassHealth (Medicaid in Massachusetts) to help with long-term care costs. What is MassHealth (Medicaid)? Medicaid
First, what exactly are health care directives (also known an advance health care directives)? They are written documents that express your health care wishes when
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
IRAs and Roth IRAs are both estate planning tools to consider. Find out more about these options.
Social Security is a program run by the federal government. The program works by using taxes paid into a trust fund to provide benefits to
A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…
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