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Save Now Pay Later

Many websites offer customized, do-it-yourself Wills and other Estate planning documents.  Although such products are convenient, using them could create SERIOUS and EXPENSIVE legal problems for heirs. These digital services appear to offer a cost-effective and easy alternative to Continue reading

Let’s Talk Disabled Beneficiaries

Just before the end of 2019, Congress passed and the President signed a spending bill that includes significant changes to retirement savings accounts. Known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, this legislation changes rules around retirement Continue reading

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