Big Three from Episode #068: Be thoughtful about which type of plan you genuinely want to be a part of if you were to get sick in the future.Make sure you have a Medigap plan to help protect your retirement savings.Some decisions are irretrievable, so you must make sure you seek help, ask questions, and talk to someone to pick…
This seems like a simple question, right? My retirement goes to the person I listed as my beneficiary (spouse, kids, etc.). Most of the time this is true, yet we also get a fair share of people having to file a probate for an IRA or having to request the court to allow someone to set up a special needs…
You may or may not already have your estate planned for when you die, but did you know that you can also make gifting your assets while you are alive a part of your estate plan? Most people are aware that you, as an individual, can gift up to $15,000 per year to any other individual without having to report…
