A good example of a trustee: Someone who manages the inheritance left for a child. . . 👉 A trustee has the duty to act in the best interests of the trust and its beneficiaries. . . Do you need help selecting a trustee for your belongings? Shoot us a message,...
Retirement Planning
Retirement Planning -Take the right steps
Are you nearing retirement and don’t have much of a nest egg❓ That’s okay! It is never too late to start planning. 👉 Here are five steps YOU can take right now to achieve the best retirement: Step 1: Set goals and be SPECIFIC (and practical). Step 2: Plan a budget...
Make these 2 things a part of your retirement planning
With retirement fast approaching, you likely have many things on your mind. Are you ready for everything that comes with that phase in life? If you want to make sure you are really ready for retirement, retirement planning is key. Looking over finances and deciding...
It’s time to talk: Get your parents to discuss future care
If your mom or dad is getting to a point where they may need nursing home care in the future, you may be at a loss for what to do next. You wish you could allow them to stay home and receive care, but that isn't going to be possible. At this stage, it's a good time to...
Why should I start estate planning in my 40s?
As life expectancy increases and 40 becomes the new 30, many of us don't expect to need to think about the future just yet. We may even expect that we won't be retiring until we're in our 70s. So why in our 40s do we need to think about an estate plan?The unfortunate...
Using Super Safe Investments May Be Risky When It Comes to Retirement Planning
The main point here is that while keeping all your savings in very low-risk but also low-returning investments might make you feel safe and secure now, you could be opening yourself up to the bigger risk that your nest egg may not be able to support you over the long...
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The Law Office of William C. Wombacher
Local: 309-674-8125
Toll Free: 888-365-0852
Fax: 309-674-8149
Commerce Bank Building
416 Main Street Suite 700
Peoria, IL 61602
416 Main Street Suite 700
Peoria, IL 61602
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