Blog tagged as Irrevocable Trust

August Is National "Make a Will" Month

08/08/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
August Is National "Make a Will" Month
August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.

A Guide to Trusts for Estate Planning

10/08/2021 08:22 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
A Guide to Trusts for Estate Planning
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.

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