Top Stories of the Year

Top Stories of the Year

A new year is here, and we're reflecting on the biggest topics of 2023. These are the stories that mattered most to you last year!

#1 You Better Think

A conflict over handwritten wills. (published September 2023)

#2 Don't Sweat the Small Stuff

When to walk away from an asset. (published March 2023)

#3 The Winds of Change

Recapping retirement plan changes. (published February 2023)

#4 Before the Sun Sets

Changes ahead for some tax exemptions. (published November 2023)

#5 Make Your Intentions Clear

Prioritizing clarity in your estate plan. (published September 2023)

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