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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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.