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Monthly Archives: August 2022

EstPlan15

Long-Term Financial Planning In Uncertain Times

By David Toback |

When you read the news headlines, even if you can no longer stand to read entire articles about current events, it is easy to get the impression that it is futile to make long-term plans.  Planning for retirement and building an estate plan implies an ability to be reasonably certain about the way that… Read More »

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TrustD2

Transferring Property To A Revocable Trust

By David Toback |

You do not have to be rich to set up a revocable trust.  In fact, if you are watching every penny, that is an even better reason to establish one.  Revocable trusts are an effective way to save money on taxes while you are alive and to pass property to your heirs seamlessly after… Read More »

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MoneyDome2

Inflation Proofing Your Retirement Plan

By David Toback |

You thought you were doing everything rate, saving at least five percent of your income in a savings account, maximizing your employer-matched retirement contributions, and saving up for in-state university tuition for your children.  Now that you are getting closer to retirement age, inflation is the highest it has been in decades, and the… Read More »

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