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So, you’re approaching retirement. You’ve spent years getting your financial plan in place. You’re looking at your nest egg and wondering if it is enough. You’re scrutinizing the optimal retirement date and when to apply for s ... Continue Reading »

What is a trust? What does it do? What are the differences between revocable and irrevocable trusts? Attorney Allison Poirier answers all these questions (and more!) in our Trusts 101 video. Learn the basics of trusts and when you might need one. To ... Continue Reading »