Amherst Estate Planning Client Seeks to Avoid Two Costly Estate Planning Mistakes
Assuming life insurance proceeds are excluded from her estate.
Many clients believe that insurance proceeds are tax-free. That is correct as far as income taxes are concerned, but not fo…
The new “Secure Act” legislation
The new “Secure Act” legislation
expected to be passed by Congress will affect estate planning & retirement
planning in 2020 and beyond.
As part of
the late 2019 pile of bills expected …
Retirement and Planning for the Future in New Hampshire
It’s no secret that people all over as well as New Hampshire are living longer. While this is a good thing, a longer life also means planning for more years after retirement. Many seniors are …
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