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  • About
  • Insurance
    • Home & Property
    • Auto & Motorsports
    • Life
    • Medicare
    • Business
    • Identity Theft
    • Login to Your Account
  • Financial Services
    • IRA Accounts
    • 401(k) Rollover
  • Estate Planning
  • Disability Representative
  • Blog
  • Quote
  • Contact

Estate Planning

Home / Estate Planning /
 What to Do When You Inherit a 401(k)
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By Bruce Porter
In Estate Planning, Retirement
Posted June 9, 2021

What to Do When You Inherit a 401(k)

If you’ve recently inherited someone else’s 401(k) or other retirement plan, you may be wondering what your next steps should be.  Do you have to take withdrawals or could you just leave the [...]

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 What Is the Difference Between a Will and a Trust?
1
By Bruce Porter
In Estate Planning, Financial Planning
Posted April 12, 2021

What Is the Difference Between a Will and a Trust?

In a world filled with uncertainty, it’s more important than ever to help protect your loved ones and safeguard your legacy for the long-term. A comprehensive estate plan helps you do just that. [...]

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 What Is Power of Attorney?
1
By Bruce Porter
In Estate Planning, Insurance Advice
Posted August 26, 2020

What Is Power of Attorney?

Most people know it’s important to have a will to make sure your wishes are carried out after you pass away. But what happens if you become unable to make decisions or communicate them to others [...]

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