Estate Planning Resources

According to a U.S. Government Accountability Office report*, between 1997 and 2005, roughly 43% of Social Security-eligible individuals began taking benefits within one month of turning 62, even though waiting until their full retirement age (65) would have translated into a substantially higher payout. Between 2000 and 2006, only 6% of retirees with defined-contribution plans such as 401(k)…

Estate planning laws have undergone swift changes over the past several years and may change again in the years ahead. If you're creating or updating an estate plan, it's essential that you seek the advice of an attorney who's well versed in this area. Before you hire an estate-planning attorney to draft or update your estate plan, it's important to understand your role in the estate-planning…