Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Plan for the things you can protect against, like a loss of income due to illness or injury.
Depending on the mom, the right Mother’s Day gift can run the gamut from flowers to flatscreens, but this year why not try something a little different: the gift of financial confidence. Whether making a household budget or planning for retirement, there’s probably a mom in your life who can use one of these gift ideas:
Whole life insurance can help to diversify a financial portfolio.