Does Taking a Lump Sum from Your Retirement Plan Make Financial Sense?

The importance of a comprehensive and coordinated financial plan is recognized and understood, offering customers a holistic package that focuses on processes and people as much as product. Retirement planning is crucial in an ever shifting economy and in a society where people are living longer, healthier and more fulfilling lives after retirement than ever before. An issue currently facing many …

Funeral Trusts

Funeral trusts are used to prepay final expenses and are typically funded with single premium life insurance. Irrevocable funeral trusts can also help you qualify for long-term care benefits through Medicaid. These trusts may be funded with assets that would otherwise be countable resources for Medicaid. Trust assets, including life insurance death benefits, are not countable resources when trying to …