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Posts Tagged ‘Estate Planning’

Do You Need a Trust in Retirement?

By angelicacomahig | March 13, 2023

Estate planning is something we talk about a lot. For many clients, estate plans can be very complicated because it’s an extra step in their retirement planning process. However, we…

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Documents for Estate Planning and Retirement

By angelicacomahig | March 8, 2021

Documents Every Person Needs for Estate Planning      Is Estate Planning on your priority list? A common misconception about estate planning is that it is only necessary if you have a…

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The Stretch IRA is Gone: What Next for Your Inheritance?

By angelicacomahig | January 6, 2021

The stretch IRA is dead, so what options do you have when it comes to inheritance planning? At the start of 2020, new rules were introduced on how individual retirement…

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Recent Posts

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  • SpaceX IPO and Your Retirement: What to Think About Before You Buy 
  • How to Lower Taxes in Retirement Before the End of 2026 

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