Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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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.
Are women prepared for a 20-year retirement?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.