by Laurie Ohall | Mar 21, 2024 | Estate Planning
Many think of annuities as vehicles for guaranteed retirement income. Still, they can also be valuable additions to a sound estate plan. The specific role an annuity might play depends on your goals and your chosen annuity type. Let’s explore some possibilities....
by Laurie Ohall | Feb 26, 2021 | Asset Protection, Elder Law
One thing that keeps seniors and early retirees up at night is wondering whether their assets will last throughout their retirement. There are several reasons why your nest egg might run out: maybe you were unable to save enough during your working years, your...
by Laurie Ohall | Jan 9, 2020 | Elder Law
As a surprise to most financial professionals across the country, the SECURE Act (Setting Every Community Up for Retirement Enhancement) has been approved by Congress following its last-minute inclusion into a bipartisan appropriations bill that would avert a...
