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.
Retirees traveling abroad need to know that their health insurance travels with them.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.