FAITH, FAMILY, AND THE FARM
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Orange City Estate Planning Blog

Pre-Retirement Estate Planning Checklist

There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s also crucial to make some important financial planning decisions before the fun begins.

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Retirement 401k

How Should I Take My Pension?

If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.

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How Do Farmers Start an Estate Plan?

Planning for the end of your life can be intimidating. When you are a farmer, your business is not only your livelihood and your passion, but, often, it is also intermingled with your family life. For that reason, estate planning — arranging for the management of your assets once you die — is especially important for aging farmers.

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power of attorney

8 Things a Power of Attorney Agent Should Do

Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.

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3 Things To Do Before You Retire

One of the biggest threats to your financial security isn’t the markets, interest rates or even your job security. It is a lack of preparation, particularly for unexpected events, that usually leaves investors reeling when markets swoon. If you haven’t protected yourself from the potential downsides in life, after all, then it’s difficult to maneuver when the unforeseen strikes.

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Retirement 401k

Stop COVID-19 from Eating Up My Retirement

For most people, achieving a comfortable retirement is a tricky business. The past few weeks have added to the challenges as the world has changed as much as in any period since WWII. The world is now fighting the coronavirus pandemic.

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