When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

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Critical Estate Documents

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Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.