When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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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.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.