Why Estate & Retirement Planning Go Hand In Hand
Retirement benefits like IRAs and 401(k)s form a major part of estates, but improper planning can lead to tax losses of 60% or more. With a Birmingham EPC event today, August 7, 2025, highlighting case studies, it’s timely to explore integration. If you’re asking “Are my retirement benefits portable?” or “Is my estate plan updated… View Article
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New Long-Term Care Insurance Options in 2025: Estate Planning Implications
In 2025, long-term care (LTC) planning is more critical than ever, with 70% of seniors needing care that averages $100,000+ annually. A recent July surge shows a 10% increase in hybrid LTC insurance uptake, blending life insurance with care benefits. If you’re asking “What’s my plan for long-term care?” or “Is my estate plan updated… View Article
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How the Big Beautiful Bill Affects Estate Planning in 2025
The One Big Beautiful Bill, signed into law on July 4, 2025, brings permanent changes to the tax code that could reshape estate planning for families. With the estate tax exemption rising to $15 million per person ($30 million per couple) effective 2026, and new deductions for seniors and families, this legislation offers opportunities but… View Article
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Will vs. Trust: Key Differences for Estate Planning
Will vs. Trust – What’s the Difference, and Which Is Right for Me? Planning your estate involves making crucial decisions about how your assets will be distributed after you pass away. Here in Norwalk, CT, and across the country, individuals often rely on wills and trusts to ensure their wishes are honored. Understanding the differences… View Article
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