FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

Funerals

What Do I Need to Do Right after Spouse Dies?

Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.

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Do your kids know where to find your money?

Should I Withdraw more than RMD?

Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.

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How to Protect Valuable Assets in Estate Planning

Planning for your future should start after you get a job. Therefore, it is advisable to start saving a certain percentage of your salary every month and buying assets whenever you can. That will guarantee that you will have a comfortable life after retirement.

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What’s a Medicaid Annuity?

It’s not uncommon for older couples to reach a point when nursing home care is needed for one spouse — and the cost isn’t something they were prepared for.

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What Do People Get Wrong About Social Security?

Nearly 90% of American adults say they are at least somewhat confident in their knowledge of Social Security, according to the 8th Annual Social Security Consumer Survey from the Nationwide Retirement Institute. However, the survey also finds that many Americans don’t know their eligibility age, how payments are calculated and other essential information.

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