Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.