When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.