Retirement plans are often one of the most valuable assets in separation and divorce cases. They are also some of the least understood assets. For those …
Estate Planning
PLANNING WITH A DEMENTIA DIAGNOSIS
ASK A LAWYER: PLANNING WITH A DEMENTIA DIAGNOSIS By Kim K. Steffan, Attorney Has a loved one recently been diagnosed with dementia? You’re not …
Solving a New Brokerage Account Problem
Clients have alerted me to a new problem in naming beneficiaries on brokerage accounts, both retail investment accounts and IRAs. Some brokerage companies …
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