Category: Estate Planning

ATTORNEY LETHA SGRITTA MCDOWELL ELECTED FELLOW OF THE ACTEC
Long-Term Care | Dec 1, 2020

ATTORNEY LETHA SGRITTA MCDOWELL ELECTED FELLOW OF THE ACTEC

Be aware of the details on required minimum distributions
Estate Planning | Oct 18, 2016

Be aware of the details on required minimum distributions

How to transfer property to a living trust
Estate Planning | Sep 6, 2016

How to transfer property to a living trust

Address these essential elements of retirement planning
Estate Planning | Aug 24, 2016

Address these essential elements of retirement planning

Department of Defense Rolls Out a New Retirement Plan
Estate Planning | Aug 22, 2016

Department of Defense Rolls Out a New Retirement Plan

Shannon Laymon-Pecoraro
Attorney, Shareholder, CELA
The Effect of Divorce on Your Estate Plan
Estate Planning | Aug 16, 2016

The Effect of Divorce on Your Estate Plan

How net investment income can affect tax planning
Estate Planning | Aug 10, 2016

How net investment income can affect tax planning

Net gifts can be used to reduce gift tax rate
Estate Planning | Jun 8, 2016

Net gifts can be used to reduce gift tax rate

Andrew Hook talks to Stretcher about revocable living trusts
Estate Planning | Jun 7, 2016

Andrew Hook talks to Stretcher about revocable living trusts

What you should know if you inherit your parent’s home
Estate Planning | Mar 30, 2016

What you should know if you inherit your parent’s home

How working after retirement affects Social Security
Estate Planning | Mar 24, 2016

How working after retirement affects Social Security

You can insulate your retirement plan from government policy changes through tax diversification
Estate Planning | Mar 10, 2016

You can insulate your retirement plan from government policy changes through tax diversification

Early retirees may need alternative withdrawal strategies
Long-Term Care | Feb 24, 2016

Early retirees may need alternative withdrawal strategies

How to deal with an early retirement that was not planned
Estate Planning | Feb 10, 2016

How to deal with an early retirement that was not planned

Transportation is an often overlooked but crucial aspect of retirement planning
Long-Term Care | Jan 7, 2016

Transportation is an often overlooked but crucial aspect of retirement planning

A retirement savings account can include health savings accounts
Long-Term Care | Nov 25, 2015

A retirement savings account can include health savings accounts

What men can learn from women about saving for retirement
Estate Planning | Nov 13, 2015

What men can learn from women about saving for retirement

The new reverse mortgage rules: Are they right for your retirement plan?
Estate Planning | Nov 6, 2015

The new reverse mortgage rules: Are they right for your retirement plan?

The new reverse mortgage rules: Are they right for your retirement plan?
Long-Term Care | Oct 19, 2015

The new reverse mortgage rules: Are they right for your retirement plan?

Protecting your digital assets
Long-Term Care | Sep 23, 2015

Protecting your digital assets