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In this Issue:

• ShouldYouBeConcerned About Changes to the Step-up in Basis?
• MythsandMisconceptions about Probate
• A Personal Note From Kimberly

In this Issue:

• Do You Need A Trust?
• If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes
• A Personal Note From Kimberly

In this Issue:

• 10 Ways To Maximize Your Social Security Benefits
• How to Avoid COVID-19 Scams
• A Personal Note From Kimberly

In this issue

• As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
• iving to Charity Wisely During the Holidays
• APersonalNoteFrom Kimberly

In this Issue:

• Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
• The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts
• A Personal Note From Kimberly

In this issue

• 10ReasonsToUpdate Your Will
• EarlyWarningSignsof Alzheimer’s Disease
• APersonalNoteFrom Kimberly

In this issue

• Planning Documents Every Family Needs… Now More than Ever
• Estate Planning Challenges For Owners Of Vacation Homes
• Estate Planning For Young Families
• A Personal Note From Kimberly

In this issue

• CommonMisconceptions About Revocable Living Trusts
• HowtheCARESActImpacts Retirement, Tax, and Estate Planning
• APersonalNoteFrom Kimberly.

In this issue

• How The SECURE Act Will Impact Retirement And Estate Planning
• Roth IRAs Are Remarkably Flexible Retirement Planning Tools
• A Personal Note From Kimberly

In this issue

• PlanningforAlzheimer’s Disease and Other Forms of Dementia
• TheGiftthatLastsaLifetime:A College Education
• APersonalNoteFrom Kimberly.