If you have discussed estate tax-saving tools with your attorney or financial team, chances are you might have come across the Spousal Lifetime Access Trust…
Read MoreOne of the comments we often hear from clients is that they just want something simple. And yet when they review the estate plans we…
Read MoreOf the many obscure “holidays” now nationally recognized, we think August’s national “Make a Will” month is a particularly important one (Yes, seriously, this is…
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