Protecting Your Beneficiaries
Nov 1, 2024
Dana and Brad discuss the importance of having an estate plan.
- Social Security is projected to only pay $0.78 to the $1.00 by 2035.
- A trust can allow a third-party to help take the emotion out of money decisions between family members.
- Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan”
Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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