DeCesare Retirement Specialists

Estate

Our featured article of the month, Consider Keeping Your Life Insurance When You Retire, starts the conversation on this topic and expands on it slightly in regards to insurance planning strategies. Traditionally, life insurance was considered unnecessary once you hit retirement, the nest was empty and a liability such as a mortgage was satisfied. However,...

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Our featured article of the month, Navigating Retirement Pitfalls, reminds retirees about the sidesteps that can lead to difficulties when it comes to their retirement planning moves. While life happens and the inevitable falls upon us, being prudent and following sound advice can help lessen the overall impact possible miscues may have on the health...

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Our featured article of the month, What Happens When There Are No Beneficiaries, outlines the common steps utilized when determining the benficiary of an investment or proceeds from an insurance policy. As stated, most retirement plans will default to the surviving spouse, by state law, even if no beneficiary is listed on the plan account. Of...

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Our featured article of the month, Major Risks to Family Wealth, highlights some of the more commonly made mistakes investors make when planning for their family wealth's legacy is incomplete or ignored. Many, even without substantial financial wealth, do not appreciate the implications of such a misstep. The Federal estate tax limit in 2022 is $12.06...

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Our featured article of the month, End of the Year Money Moves, provides a few questions that may help you consider some necessary or prudent moves prior to year-end. With another year of significant disruptions, work statuses may have adjusted, resulting in changes in your tax status. You may have increased your charitable contributions due to the...

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