It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read on to learn more about the prevalence of unexpected deaths and an example of what can happen without planning.
- Roth IRAs Can Be a Great Planning Strategy: Advanced - July 29, 2021
- Roth IRAs Can Be a Great Planning Strategy: Basics - July 15, 2021
- Updating Your Plan: Your Trust or Will - February 3, 2021