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QTIP Election

This post was originally published on this siteWhat is the QTIP election? The QTIP election is a powerful post-mortem estate planning tool that can help your estate take advantage of the unlimited marital deduction and the applicable exclusion amount (the amount that...

Saving for Your Retirement

This post was originally published on this siteMajor considerations How much will you need in retirement? When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social...

Introduction to Retirement Planning

This post was originally published on this siteWhat is retirement planning? Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need to predict — as well as you...