Posts Tagged Iras

  • Planning the Second Time Around Planning the Second Time Around

    By Curt Ford Nash Nash Bean & Ford After dating for two years in their late 60s, Jim and Nancy created a new family when they were married in a beautiful backyard ceremony, surrounded by friends and family, including their adult children from their first marriages. Following the ceremo...

  • Funding is Critical to Estate Planning Funding is Critical to Estate Planning

    By Curt Ford Nash Nash Bean & Ford Everyone knows that planning is part of estate planning. When Ted and Emily met with their attorney, they discussed their family’s needs and the legacy they wanted to leave. Ted and Emily and the attorney created an estate plan designed to achieve their...

  • Protecting Your Assets Protecting Your Assets

    By Curt Ford Nash Nash Bean & Ford Part of estate planning is keeping your estate from being diminished by taxes, but also unforeseen expenses, liabilities, etc. The increased litigiousness of American society has made asset protection more important than ever. Here are a few of the basics....

  • What Every IRA Owner Should Know What Every IRA Owner Should Know

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor We recently acquired a new publication titled “What Every IRA Owner Should Know” This booklet provides tips and strategies to help you make the most of your hard-earned assets. IRAs along with other retireme...