What is Estate Planning and How to Talk About It

Estate planning isn’t just for the wealthy, and it is more than a set of documents (although it is still both of those things).  Estate planning allows you to decide ahead of time how you want your assets distributed when you die, lessen the administrative burden for your surviving family members and, if you want to, provide a legacy beyond just a pile of money.


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Lower Your Taxes In Retirement

Taxes are one of your largest expenses in retirement. Learn various strategies that can reduce the amount you'll pay.


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