If You’re Thinking About Downsizing Your Home in Retirement, Avoid These Common Mistakes
Perhaps you have considered selling your current home, buying a smaller one, and using the difference to help fund your retirement. A recent article on Investopedia.com explores this approach and details the mistakes you must avoid. Here are some of the highlights. Overestimating Your Current Home’s Value Many people overestimate how much their current home […]
Do You Need a Revocable Living Trust?
One of the first questions many clients ask is whether they need a Revocable Living Trust? It’s a great question, but it leads to another: What do you want your plan to accomplish? Let’s begin with a brief discussion of what trusts are and how they work. Then we’ll explore their benefits, which should give […]
Reasons to Join a Free Estate Planning Online Workshop
Free online estate planning workshops are available now! Washington Elder Law makes it easier than ever to start estate planning for yourself or an elderly relative. Workshops are important and practical ways to receive free information. Our free workshops offer a great deal of advice for seniors and their families. Our online workshops […]
The SECURE Act Is Changing Retirement For Many–What You Need To Know
Kelli Click Contributor Investing I write about IRAs, alternative investments and retirement planning. Late last year, new legislation was signed into law that will usher in some of the most sweeping changes to retirement plans in decades. The Setting Every Community Up for Retirement (or SECURE) Act was originally passed by the House of Representatives last […]