Estate Planning

Tax Liabilities During Retirement

Retirees are eligible for a few tax breaks that aren’t available to younger people. There are also many taxes that apply specifically to...

Retirement Planning Drawbacks and How To Navigate Them

If there is one rule more important than any other when it comes to legacy planning, it is this:

What Can Penny Lane Financial Do For You?

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

Tax Planning for Annuities

Careful consideration is important and many people aren't sure what they have.

Who Needs Personal Umbrella Coverage?

Here’s how personal umbrella coverage protects you: Let’s say you're sued for $1 million after an auto accident or an incident on your

Organize Your Affairs to Help Your Heirs

Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections

Four Ways To Protect Your Estate

3. Try to avoid probate. Probate is a legal process that can be expensive and cumbersome. People go through probate after someone dies and t

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