Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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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.
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.