Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.