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Legacy Planning

Financial Tips when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC®

Special Needs Trusts Can Help Improve a Disabled Family Member’s Quality of Life by Lee F. Hediger

Wealth Planning Opportunities that Leverage Today’s Low-Interest Rates by Eric P. Zeitlin

UPDATED Rethinking Inherited IRAs After the SECURE Act by Lee F. Hediger