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Smart Spending

5 Key Estate Planning Documents

March 16, 2021July 30, 2021Andrew Bastin

While there are many documents you can use to indicate your wants after death or incapacitation, below are five key documents you may want to consider having.

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Caregiving, Smart Spending
Taxes

5 Ways to Minimize Your Taxes In Retirement

February 15, 2021February 22, 2021Andrew Bastin

Whether you’re just starting the planning process or already retired, there are things you can do to lower your taxes and keep more of your hard-earned money.

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Smart Spending

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*Disclaimer: Promotions available for new customers only. Customers will be charged the regular monthly fee after the promotional period ends. The promotional period is defined as the first billing cycle after the initial payment. Additional fees may apply for added features. Prices may vary outside the U.S. Free month, free shipping and free lockbox offer available only on annual plans. Protection plan covers a one (1) time replacement of your main system and up to two (2) buttons due to loss or damage during any 12-month period. Fall Detection does not detect 100% of all falls. Users should always push their button when they need help. Pendant coverage is subject to device location, environment, equipment and facility conditions. Help buttons are waterproof up to one meter of water for 30 minutes. Mobile system speaker units are water-resistant. Refer to instructions for use for more details.

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