01 May May 1, 2017

This week’s eNewsletter examined some important estate planning issues, including why one might leave life insurance to an estate and how a parent can protect a daughter’s future inheritance from a son-in-law. We also looked at strategies when a married couple disagrees about investment risk, and what pre-retirees should consider when planning a portfolio.

All that and more in the May 1 eNewsletter.