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.
Infographic: Cash for Life? Lottery Isn’t the Only Way
Guaranteed income can safeguard against running out of money.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Unintentionally Disinheriting Your Spouse
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?