Tag: Surviving Spouses

We Want to Draft Your Legacy

September 10, 2020 • Estate Planning

Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.

March 26, 2020 • Estate Planning

There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.

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