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Learn About the Windfall Elimination Provision

Learn About the Windfall Elimination Provision

If you receive a pension from your employment that did not pay social security payroll taxes, your SSA benefit might be reduced by the Windfall Elimination Provision (WEP). How can you know if this is your situation? Your social security statement does not reflect any...
Does Your Estate Warrant a Trust?

Does Your Estate Warrant a Trust?

This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want a trust to permit that child to inherit without losing...
Estate Planning with Your Blended Family

Estate Planning with Your Blended Family

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate planning to make sure the needs of each spouse are met,...
Retirement Planning Constantly Changing

Retirement Planning Constantly Changing

In France, proposals to raise the retirement age are met with street protests. Yet around the world, the retirement age is creeping up; in the United States, it is moving up from 65 to 67. In fact, 2019 research shows that many Americans expect that they might never...