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Happy National Estate Planning Awareness Week!

by designonetest | Oct 19, 2015 | Estate Planning

And you thought you had to wait until Halloween to celebrate something. Think again! In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared...

Recent Study Reveals Financial Smarts Remarkably Decline after age 50, Here’s How to Protect Your Older Self

by designonetest | Oct 19, 2015 | Estate Planning, retirement planning

The results of a study recently conducted by Texas Tech University revealed that the ability to make smart financial decisions peaks at age 50. The subsequent post-age-50 decline was observed in both men and women, making both sexes similarly susceptible to financial...

The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)

by designonetest | Sep 29, 2015 | Estate Planning, retirement planning

If you are remarried or soon to be remarried (or know someone who is), then you should read this blog post. You should pay special attention if you are remarried to a person who has less assets than you. You will learn about a commonly used technique that can save you...

Aging.gov: A New Resource for Older Americans and Their Families

by designonetest | Aug 31, 2015 | Estate Planning, retirement planning

Share this blog post with all of your loved ones (and check out the website). More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched by the Obama administration. The goal of this...
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