When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Are women prepared for a 20-year retirement?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.