Topics covered in this report include:
- What is an agent, and what does an agent do?
- How does my agent protect me?
- How can I make a power of attorney?
- Understanding IRA Inheritance Planning: Key Considerations - September 14, 2023
- Irrevocable Trust Decanting Provides Flexibility - September 12, 2023
- Inheritance Planning Solution for a Spendthrift Heir - September 7, 2023