Retirement Pension Payout: Lump Sum Dilemma The 6% Rule Can Help You Make the Right Decision For many Americans the opportunity to have a pension is extremely rare. The number of…Paul SheltonNovember 4, 2020
Estate Planning ARE YOU THE FORGOTTEN? How Florida law views Pretermitted spouses The first time I heard the word pretermitted spouse was in law school. I had never heard the word and needed to get a clear…Rachel AlverezNovember 3, 2020
Estate Planning WHAT IS YOUR LEGACY? Often, we hear the word legacy, and we automatically associate this word with an inheritance. When speaking to clients about their estate plan needs, I…Rachel AlverezNovember 3, 2020
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