Estate Planning | Keep It Simple

There have been many changes, unlike any other time period, in the world of estate planning.  Think back just 10 years ago when the estate tax exemption (meaning the most a person’s estate could be valued before the estate tax came into effect) was $1.5 million.  In addition if you were married and wanted to protect more of your estate you had to set up separate trusts to get the “martial exemption” for combined protection of $3 million dollars, whew.

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Is an IRA a Good Investment?

Sounds like a question my seven year old may ask, right?  Wrong, I get this question quite often from people of all walks of life.   Many have wrote books about this question, but lucky for you, I am going to give you the Brock version.  For the purposes of this discussion, often times when people ask this question they are referring to a Traditional IRA, so that will be the basis of this topic.

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