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    • Estate Planning
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Author Archives: Jon McCarty

Sep222017
5 Retirement Planning Steps to Take When You Divorce

5 Retirement Planning Steps to Take When You Divorce

BlogSeptember 22, 2017

5 Retirement Planning Steps to Take When You Divorce I came across a short but important article related to retirement…

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Sep152017
What effect does moving out of state have on your estate plan?

What effect does moving out of state have on your estate plan?

UncategorizedSeptember 15, 2017

What effect does moving out of state have on your estate plan? Generally speaking, an estate plan, including a will…

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Sep82017
A Brief History of the Federal Estate Tax

A Brief History of the Federal Estate Tax

BlogSeptember 8, 2017

A Brief History of the Federal Estate Tax test Permalink Comment

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Sep12017
How You Can Use Tech To Care For Seniors Far Away

How You Can Use Tech To Care For Seniors Far Away

BlogSeptember 1, 2017

How You Can Use Tech To Care For Seniors Far Away This was submitted to us by a guest blogger. …

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Aug252017
Tough Decisions!

Tough Decisions!

BlogAugust 25, 2017

Tough Decisions! My fiancé is the type of man that every woman dreams of.  He has been taking care of…

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Aug212017
The Beneficiary-Controlled Trust

The Beneficiary-Controlled Trust

BlogAugust 21, 2017

The Beneficiary-Controlled Trust The beneficiary-controlled trust (sometimes called an inheritor’s trust) is a vehicle for an heir to receive -…

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