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Category: Saving for Retirement

Estate Planning, Escape Your Fear

Escape your fear of dealing with death and estate taxes, wills and trusts, probate, and your estate. Learn how to choose an executor, lifetime giving exclusions, unlimited marital deductions, and tax-free inheritance.

Probate Estate: What Is It? How Can You Avoid It?

Find out all about probate estate! This presentation will cover what probate estate is, why it is needed, and what triggers the filing of a probate estate. Attendees will also discover how the estate is handled by both the executor/personal representative of the estate and the probate attorney, and the different types of probate estates. […]

Meet the Author: Kevin Grogan, “A Successful & Secure Retirement”

Kevin Grogan will discuss his book, co-authored with Larry Swedroe, “Your Complete Guide to a Successful & Secure Retirement”. This book presents uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, […]