Where Is Your Will?
Do you know where your will is? More importantly, do your loved ones know?
3 Great Ways to Give From Your IRA
An IRA is an appealing way to save for retirement: Make a contribution and enjoy tax savings. But eventually, the tax bill comes due—when you take your annual distributions and again when you leave your assets to heirs.
Letter: Grateful for Our Community’s Generosity
(Vail Daily) Vail Health and Vail Valley Charitable Fund are working together to assist locals with living expenses during a medical crisis so that they can focus on what matters most — healing.
Has Your Life Changed? Then So Should Your Will
Ever look at the calendar and marvel at what year it is? Has that much time really gone by? When changes happen, it’s important that your will reflects them.
Don’t Forget Your Online Accounts
Have you set up your will or trust? If so, great! Named beneficiaries for your retirement accounts and life insurance? If you have, you’re on a roll.