» Retirement

Government Agency Provides Misinformation

In the estate planning work we do for our clients, we need to know how to deal with a number of different government agencies.  Depending on a client’s age and personal circumstances, we often help facilitate claims for benefits though the Connect… Read More
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Retirement, Student Loans and Social Security

When we think of retirement we think of sitting back somewhere warm and enjoying what we have worked so hard all of our life to build.  When we think of retirement we do not think of having outstanding student loans…but nowadays we may have to! Th… Read More
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    Hank is a trusted colleague with whom I have forged a collaborative relationship to better serve our mutual clients on advanced estate and business planning matters. He possesses a rare blend of exceptional technical ability and superior client servi… Read More
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