In our efforts to keep you updated with the latest legal news in Estate Planning, October’s focus highlights:

  • The Pros & Cons of a Transfer on Death Beneficiary Designation
  • What You Need to Know About Reverse Mortgages
  • How the 2023 Secure 2.0 Act Impacts Retirement Catch-Up Contributions
  • The benefits of Standby Guardianships & Properly Executed Wills

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