When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.