by Robert Ryerson | Nov 26, 2024 | Uncategorized
When saving for retirement, the typical advice is to max out your 401(k) or individual retirement account (IRA) before anything else, but this is not always the best strategy. The problem comes with taxation in retirement. When you have only one type of retirement...
by Robert Ryerson | Nov 26, 2024 | Uncategorized
While getting married is an exciting time, it can also prove stressful as couples combine their finances and define individual responsibilities related to them. This process can become particularly complicated if trusts are involved as part of an estate plan. Marriage...
by Robert Ryerson | Oct 3, 2024 | Uncategorized
An important estate planning tool to know about is a lady bird deed, also known as an enhanced life estate deed. This type of deed allows owners to pass down property without going through probate. Many people use a lady bird deed to maintain property within their...
by Robert Ryerson | Sep 20, 2024 | Uncategorized
People are living longer than ever before and this means that retirement nest eggs often have to stretch for more years than people planned. This can mean that people have less to spend in their early years of retirement than they thought. Unfortunately, spending...
by Robert Ryerson | Sep 12, 2024 | Uncategorized
While relocating for retirement is not the best decision for every person approaching that milestone, moving is something that individuals may want to consider as they come closer to retiring. A lot of factors need to be considered when thinking about where to retire,...
by Robert Ryerson | Aug 24, 2024 | Uncategorized
The recent Supreme Court case Loper Bright Enterprises v. Raimondo and its companion case Relentless v. Department of Commerce will have important ramifications for estate planning in general. The cases particularly address the tax ground rules that apply to...