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
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 …
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 …