FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

Can I Retire in a Bear Market?

It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’

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What If Estate Is Beneficiary of an IRA?

It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.

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What’s First Step in Preventing Elder Abuse?

The prevalence of elder abuse is hard to estimate because it is underreported. However, according to the National Council on Aging, approximately one in 10 Americans age 60 or older have experienced some form of elder abuse— be it physical, emotional, psychological or financial.

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