Tag Archives for " trusts and estates "

May 23

Key Milestones For Planning Your Retirement

By Deanny Lungu-Underwood

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While your individual retirement plan and goals will be unique to your income, family situation, and desired lifestyle, most Americans share a number of common retirement […]

Read Now >>>
May 09

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

By Deanny Lungu-Underwood

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind. To complicate […]

Read Now >>>