When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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.
A timeline covering a few of the major provisions of the SECURE Act 2.0.