September 4, 2018
Published by Allison Dunlap at September 4, 2018
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Charlie and Ann were both 66 years old when Charlie passed away. At the time, neither of them was collecting a Social Security benefit. Shortly after […]
August 13, 2018
Published by Allison Dunlap at August 13, 2018
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I met Ruth (not her real name) in 1999. At that time she was a widow with two adult sons, and her estate was comprised of […]
August 13, 2018
Published by Allison Dunlap at August 13, 2018
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Our client David (not his real name) retired back in 2009 when he was 62. His 401(k) retirement plan at that time was worth about $800,000, […]
August 13, 2018
Published by Allison Dunlap at August 13, 2018
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One of our clients, Robert (not his real name), was getting ready to retire from a job he held with a private engineering firm in 2003. […]