Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Second marriages are a trigger event to revisit any existing estate strategies.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.