When is the last time you reviewed your estate documents? Join our estate planning expert, Amy, as she walks you through the important parts of any estate plan and what to consider during 2020.
High net worth singles need to be actively and creatively thinking about their line of succession and how their estate will be handled. Don’t go at it alone! Pick up a few tips from Amy in this post.
Being an executor of an estate is an honor but also a big responsibility. Are you up to it? Amy is letting you know your responsibilities as a loved one’s estate executor.
How can you maximize your retirement dollars? Karl is sharing six ways to assess your numbers to ensure proper management of your nest egg.