Latest
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Will the TCJA Estate and Gift Tax Provisions Really Sunset?
Will the TCJA Estate and Gift Tax Provisions Really Sunset?
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You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
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Three Ways Fiduciary Financial Planners Put You First
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management.
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The Seven Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
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Gift Like Buffet: Three Financial Gifts for Your Kids and Grandkids
Warren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
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Three Ways to Help Create Financial Stability for a Widow
Loss of a spouse often leads to financial insecurity in retirement. These strategies can help ensure financial stability for the surviving spouse.
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Three 'Yellowstone' Estate Planning Lessons
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
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Three Possible Tax Impacts for Retirees Under Trump
How might a second Trump term affect your tax bill in retirement — or the inheritance tax bill for your heirs? This pro has three predictions.
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How Do You Know When It's Time to Change Financial Advisers?
Sometimes a breakup is for the best. Here's how to handle 'the talk' and make the switch to a new professional who's a better fit for you.
