Archive for the
‘Life Planning’ Category

For investors who want to have a positive impact in the community, stock market rallies and year-end bring an opportunity to donate appreciated assets to your favorite charity. In addition to making a difference for the receiving charity, donating such assets provides you with tax benefits. People most frequently donate common stock. If the stock [...]
Individuals searching for a corporate trustee often wonder what happens to homes after incapacity or death. As a trust officer, I understand your concerns about who will care for your home if you can’t. The most common concerns are: 1) aging in place in my home; 2) selling my home after incapacity or death; and, [...]
Did you spend your career socking away money in a Traditional IRA or roll your 401k over into a Traditional IRA after you retired? A Traditional IRA is one of the most common ways that our clients save for retirement. On December 19, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act [...]
Last year, E*Connect featured a story that went viral at the NextAvenue.org site:  “Sorry, Nobody Wants Your Parents Stuff.”  The writer returns with suggestions for Boomers about how they can deal with their stuff using a legacy-based approach.  Some of us at Mission are working on this, too! NextAvenue.org

June 21, 2019

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by: admin

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Categories: Aging, Life Planning, Retirement Life