“There’s a rising interest among both employers and participants to keep the money in the plan and create lifetime income.”

The idea is not to have a huge pile of wealth that you hoard like a dragon from a storybook; it’s to live your best possible life and enjoy the hard-earned fruits of your labors.

A possible solution for clients who want to save money and get closure sooner.

Nelson provides further instruction.

Name, image and likeness are important assets in estate planning.

Set your family office clients up to succeed. Prioritize the succession plan.