In this issue of our Estate Planning Newsletter

How To Use a Qualified Personal Residence Trust

A qualified personal residence trust or QPRT allows you to remove your home from your estate to reduce your gift tax. Do you need one, and if so, how can it work for you? Click through for the intricacies of this form of trust.

How To Choose a Good Place To Retire

Are you thinking about moving after you retire? If so, you’ll have to consider a few things that you probably didn’t think about during previous moves. Click through for your guide to thinking through a post-retirement move.

How To Make Use of Annuities

Thinking about buying an annuity so you can get steady income when you retire? It may be a good idea, but there’s a lot to think about first. Click through to learn about the array of annuities to choose from.

When Should You Take Social Security Benefits?

In most situations, it is possible to begin accepting Social Security benefits as early as 62 years old or as old as 70. However, waiting a little longer can be enticing because the longer you wait, the more benefits you will receive every month. But is taking Social Security benefits worth it? Click through for a few tips on how to decide on what’s best for you.

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