Category: Charitable Giving

Estate Planning For 80-Somethings

Estate planning needs to change over your lifetime (believe it or not, it is not a “one and done” thing). When you are in your twenties and working your first job, you might worry only about which beneficiaries to list on your first retirement account. By your thirties and forties, you are focused on accumulating assets and protecting your family. By the time you reach your eighties (or older),...

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