Blog Articles

Annuities

Do Unmarried Couples Need Estate Planning?

Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.

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Estate Planning

I’m a Fiduciary—What Does That Mean?

Years ago he signed a power of attorney document naming me as his agent, so I could help him with these types of things. Not ever having done this before, what do I need to know about fiduciary duty?

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