Estate Planning Latest Archive
Retirement and Estate Planning Issues to Consider in Light of the SECURE Act
April 16 2020 by AAII Staff
The SECURE Act changed a variety of rules that can impact your retirement and estate planning. This week’s digest brings you up to speed on the aspects of the new SECURE Act that could affect you and proposes considering a beneficiary-directed trust for your heirs.
April 16 2020 by AAII Staff
The SECURE Act changed a variety of rules that can impact your retirement and estate planning. This week’s digest brings you up to speed on the aspects of the new SECURE Act that could affect you and proposes considering a beneficiary-directed trust for your heirs.
Taking the Mystery out of Estate Planning and Life Insurance
October 15 2019 by AAII Staff
Easy steps to building your estate plan and checking out your life insurer.
October 15 2019 by AAII Staff
Easy steps to building your estate plan and checking out your life insurer.
Gaining Clarity on Life Insurance Issues
September 16 2019 by AAII Staff
Join in celebrating September as Life Insurance Awareness Month by adding to your store of knowledge.
September 16 2019 by AAII Staff
Join in celebrating September as Life Insurance Awareness Month by adding to your store of knowledge.
The Impact of Aging on Cognitive Function
July 16 2019 by AAII Staff
A roundup of AAII articles on how aging can impact investing abilities.
July 16 2019 by AAII Staff
A roundup of AAII articles on how aging can impact investing abilities.