by Annette Hines | Sep 5, 2018 | General Interest
If you are Generation X, you are facing some unique circumstances. Members of Generation X, who are still feeling the impact of the Great Recession, are facing some real challenges in saving for their retirement, according to TheBalance.com in “Retirement Milestones...
by Annette Hines | Aug 31, 2018 | General Interest
Okay, you have saved for retirement tax free for years. However, now it is time to think about the taxes. You have been fortunate over the years to grow your IRA tax free. However, withdrawals from your traditional IRA is taxable income. You will have to...
by Annette Hines | Aug 29, 2018 | General Interest
Don’t wait until it is too late. Get a POA now. While most people are familiar with a will in an estate plan, a power of attorney draws a lot of misconceptions, according to the article in A Place For Mom “5 Misconceptions About a Power of Attorney.” Misconception...
by Annette Hines | Aug 27, 2018 | General Interest
The challenge will be to prove that Campbell, who was diagnosed with Alzheimer’s disease, lacked the capacity to execute the wills. Three of Glen Campbell’s children, who were intentionally left out of his will, have been given the right to contest the will by a...
by Annette Hines | Aug 24, 2018 | General Interest
If you do not have children or a spouse to include in an estate plan, there are still family, friends, and causes to consider. Even if you do not have any children or a spouse, there are many options available for creating an estate plan that benefits others,...
