In this issue of our Estate Planning Newsletter
Retired? You Still Need To Maintain Your Credit Score
Keeping a strong credit score is still important after you leave the workforce, especially if you still have a mortgage loan or if you are thinking of moving to a new home. Click through for tips on maintaining a high score in your golden years.
Who Needs a Trust — and When
In most people’s minds, estate planning starts with a will, which conveys decisions about the disposition of assets and other important information. But a will isn’t the only option for settling an estate. Click through to see how trusts are used to serve a wealth of purposes.
The Real Estate Rules Have Changed.
As of Aug. 17, 2024, there were changes in the professional fee structure for realtors. Here’s how these changes will impact you.
529 Plans: Know the Basics
529 plans are tax-advantaged plans designed to help pay for education. One, a savings plan that covers education costs from elementary through post-secondary institutions, is a powerful tool for financing education. Click through to learn more.
Elder Abuse And Retirees
Elder abuse is a widespread plight in the retirement population. The consequences are horrific, with many older adults likely to experience physical and emotional injuries as well as premature death. Click through to learn more.