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So far 5207Inc has created 2 blog entries.

The End of the Year is Fast Approaching. Have You Taken Your Required Minimum Distribution?

October begins the last quarter of the year. The leaves change colors and fall, the sky turns from blue to gray, the air gets colder, and you begin thinking about taking your required minimum distribution. Well, probably not that last one, but you should. If you turned 70 this year, you should probably consider taking […]

So Your Estate Plan is Complete. Did You Forget Anything?

You’ve just signed your will, trust, powers of attorney and deed to your home. You feel like you have filled out more paperwork than that time you bought a car and closed on your new home in the same day. It feels good to cross the finish line, but a little nagging voice in the […]