Discover the steps involved in closing probate and ensuring a final distribution of assets. Read on for tips on how to navigate the process smoothly and efficiently. Probate is an important legal process that administers an estate of an individual who passed away. It has several important steps that must be taken before it can … Read more
Managing assets like real estate in an irrevocable trust can sometimes present challenges, but trusts also provide many benefits. Selling a home held in an irrevocable trust is possible, though it requires following specific guidelines to ensure the process is handled correctly. At Casey Lundregan Burns, P. C. , we have spent generations guiding families … Read more
More than 74 million Social Security beneficiaries will still receive their payments amid a federal government shutdown. But while the agencys local offices are slated to stay open, certain services may not be available. According to a statement from the agency, the Social Security Administration will continue to do business as planned by following a … Read more
Have you ever had to dip into your retirement funds early, only to wonder if there’s any way to undo the damage? Well I’ve got some good news for ya! There is a way to return funds to your IRA after taking a withdrawal – but you’ve gotta follow some strict rules to avoid penalties … Read more
Find out who qualifies for the $255 Social Security death benefit, and the documents you need to apply for this benefit. 3 min read. When a Social Security-insured worker dies, close family members of the deceased worker may be eligible to claim various benefits from Social Security. One of these benefits is the one-time lump … Read more
Even though the Social Security Administration runs the Supplemental Security Income program, it is not paid for by Social Security taxes like the Social Security Disability Insurance program is. Instead, SSI benefits are funded by general tax revenues collected by the federal government. Adults and children who qualify for SSI get money every month to … Read more
Is $1.5 Million Really Enough for Your Dream Retirement? Hey there future retirees! Today I’m tackling that million-dollar question (well actually the one-and-a-half-million-dollar question) that’s probably keeping you up at night Can you retire with $1.5 million comfortably? Let’s face it – retirement planning is confusing as heck. You may have heard a lot of … Read more
Becoming a homeowner is super exciting, you guys! There are so many fun decisions to make. City or country? Ranch house or townhome? Fixer-upper or move-in ready?. Buying a house you can afford is the most important thing, no matter how you answer those questions. Making a good home budget is the best way to … Read more
Managing your money is serious business, and deciding whether to entrust all your assets to a single financial advisor or spread them among multiple professionals is a question that deserves careful consideration. I’ve spent considerable time researching this topic and wanted to share what I’ve learned to help you make the best decision for your … Read more
When it comes to planning your estate, there are two terms you need to be 100% clear on: beneficiary designation vs. will. Trust & Will breaks them down. When you first start planning your estate, you’ll run into a lot of unfamiliar terms. There are two terms that are easy to mix up: beneficiary designation … Read more