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Legacy Planning - It's More Than Just Making a Will
Jul 01, 2016
If you have charitable intentions...designate a certain percentage of your IRA assets to charity and leave your life insurance and other assets to your family.
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CDs vs. Life Insurance: Which is the Best Option When Passing on Funds?
Many of my clients can relate to this situation: they were told that a CD (Certificate of Deposit) is an investment strategy…
WI/Upper MI 2016 State Scholarship Recipients
to speak with a Western Fraternal Life Representative.