Thank you for all of the interest in our estate and gift planning video series! We are pleased to introduce you to the concluding segment this week. If any of the videos have raised any questions or prompted you to dig further into these topics, we would love to talk with you! You can visit our website for more information on our representatives and their contact information.
For your convenience, we have stitched together all of the video segments into one continuous video. It can be found in our video library, along with the individual segments. Feel free to share these with family members and friends who need to explore estate and gift planning concepts. _______________________________________
IRAs – Regular and Roth While Social Security will provide approximately 40% of the average person’s retirement income, an Individual Retirement Account (IRA) is an essential addition for a successful retirement. Read More »
WASHINGTON NEWS
Benefits of an ABLE Account Millions of Americans have a disability and depend on public benefits for many of their basic needs. Individuals with disabilities may qualify for Supplemental Security Income (SSI), Medicaid and other benefits. Government benefits are generally available to… Read More »
DONOR STORY
Part Gift and Part Sale Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake. Read More »
Content from Crescendo Interactive.
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