by Epic Admin | Sep 8, 2021 | Trust & Wealth Management
Those of us in our prime earning years have had it rough: A housing-market crash, a Great Recession, a historic pandemic. Retirement—period—might strike you as a laughable fantasy at this point. But what if we told you that not only could you retire…but you could pull... 
by Epic Admin | Apr 26, 2021 | Trust & Wealth Management
Retirement is an emotional transition as well as a financial transformation, a declaration of financial independence. After he retired at age 69, Washington Post financial columnist Stan Hinden wrote an occasional column for the paper called “Retirement Journal,” in... 
by Epic Admin | Feb 26, 2021 | Trust & Wealth Management
IRAs have wonderful tax advantages. The traditional IRA offers the possibility of a tax deduction (depending upon one’s income and tax filing status) and full deferral of taxes on investment earnings until withdrawal. The Roth IRA does not give rise to a deduction,... 
by HenkinSchultz | Nov 4, 2019 | Trust & Wealth Management
At their beginning in the 14th century, trusts were used to to defeat the rigid rules of passing on property and the taxes imposed. As the nature of wealth has changed, so has the nature of trusts. Today, trusts are flexible tools for managing financial assets, such... 
by HenkinSchultz | Oct 28, 2019 | Trust & Wealth Management
Given the flexibility that comes with trust planning, no single vocabulary has emerged from describing the different types of trusts. The same trust with the same function can go by different names because different estate planners have created multiple monikers. Here... 
by HenkinSchultz | Aug 7, 2019 | Trust & Wealth Management
According to a study from the Pew Research Center, about 40% of new marriages include one person who has previously been married. In some 20% of weddings, both partners have been married before. This has led to an increase in the number of “blended families,” with...