We enjoyed a fascinating conversation with John Emerson, Vice Chairman of Capital Group and former U.S. Ambassador to Germany. Here are some highlights…

An up-to-date estate plan goes beyond just trying to minimize taxes and expenses. At its core, estate planning ensures that your assets transfer to whom you want and that the right person(s) has the power to make financial and medical decisions on your behalf. In addition, by removing uncertainty about your wishes in case of incapacity or death, a proper estate plan provides peace of mind for you and your loved ones.

While the 2016 Social Security law curbed certain claiming strategies, there are still valuable and often-overlooked ways to optimize your benefits. Here, we’ll highlight a couple cases we recently worked on to maximize clients’ Social Security income.