How to Handle Retirement Accounts in Your Estate Plan?

A will is the basic instrument in your estate plan. Your will directs your personal representative to distribute your property to your heirs. However, retirement accounts are handled differently from other types of property. If you want to transfer your retirement accounts to your loved ones, you need to take additional steps other than creating…

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Financial Holiday Gifts for Young Adults

The holidays are approaching and many of us are searching for the perfect gift to give young adults in our lives. Most young adults love to receive money for the holidays. However, if you are searching for something more meaningful, you may want to consider a financial holiday gift that invests in the young adult’s…

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