by Carol Grant | Aug 3, 2021 | Estate Planning
While it may seem like only the ultra-wealthy benefit from a Roth IRA, this retirement tool is an excellent tax shelter that anyone can use, reports CNBC.com in the recent article “The ultra-wealthy have made full use of Roth individual retirement accounts. Here’s how...
by Carol Grant | Jul 12, 2021 | Estate Planning
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long-lost relatives who’ve had...
by Carol Grant | Jun 22, 2021 | Estate Planning
Before the pandemic, it was not easy for people to get serious about the medical decision-making portion of their estate plan. Today, there is greater awareness that incapacity from disease or injury is not a hypothetical. It’s reality, and there are tasks that must...
by Carol Grant | Apr 20, 2021 | Estate Planning
I am so proud of the launch of our new website which will provide you with valuable information to protect you and your family from worry, fear, and stress in the estate planning arena. On our site, you will be able to book/schedule a consultation. Please let us know...
