Tag: revocable trust

Don’t Get Burned by a Rushed Trust: 3 Tips to Beat the Retirement Red Zone

John Ross & Lisa Shoalmire Retirement , , ,
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1.) Know the 5-Year Retirement Redzone   Planning your taxes, finances, and legalities carefully is crucial when nearing retirement.   Some small mistakes (made by yourself or by insurance companies) can cost you up to $10,000 in missed opportunity.   You should be planning your trusts no later than 5 years before your retirement to… continue reading »

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