Posts Tagged Ira

  • Planning for the Summit Planning for the Summit

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Planning for retirement is like planning to climb Mt. Everest. We plan or condition ourselves well in advance - years in advance - for the goal of reaching the retirement summit - just as climbers have conditio...

  • Selecting an Estate Planning Attorney – Wisely Selecting an Estate Planning Attorney – Wisely

    By Curt Ford Nash Nash Bean & Ford When you plan your estate, you are putting together your road map to your legacy. Your estate plan determines who will be entitled to your assets, how they can use them, and the protections which they and the assets you leave them may have from creditors, d...

  • Dos and Don’ts of Managing an Inheritance Dos and Don’ts of Managing an Inheritance

    By Curt Ford Nash Nash Bean & Ford An inheritance is a bittersweet thing. On one hand, the circumstance which brought about the inheritance is the death of a loved one. On the other hand, your loved one valued your relationship with them enough to think of you and try to make your life bette...