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A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.
You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.
Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
Help your clients better understand life insurance and its place in their financial strategy.
Helping your clients with the year-round effort to maintain your tax strategy.