Article
Economic Impact on Retirement
July 15, 2020
Patricia Kummer, managing director, discusses the economic shutdown due to COVID-19 and the related stock market volatility.
Read ArticlePatricia Kummer, managing director, discusses the economic shutdown due to COVID-19 and the related stock market volatility.
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Will your assets go to the right beneficiaries? Have you designated beneficiaries for real estate and property and if so, are multiple people named to share it? Do you have trusts set up to avoid probate? Download our article “Three Common Estate Planning Mistakes to Avoid” to make sure that you’re taking the right steps to protect and share your assets with family and charities.
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