Latest
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The Benefits of Sharing a Joint Bank Account With Your Parents
Opening a joint account provides a way to monitor an older person’s finances.
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How Financial Professionals Can Empower Their Female Clients
These three strategies can help advisers better serve women as they navigate unique financial challenges and build confidence.
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Heirs Inheriting Crypto? Don't Make It a Headache for Them
If you have cryptocurrency in your estate, you'll need meticulous plans and clear instructions to ensure beneficiaries don't lose out after you're gone.
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These Two Issues Are Critical to Efficient Retirement Planning
You're saving hard for retirement, but if you're not thinking ahead about taxes and the cost of health care, your savings — and your legacy — could be at risk.
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Common Estate Planning Mistakes
Have you avoided the ten most common estate planning mistakes? Your family will thank you.
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Four Potential Tax Changes to Keep Your Eye On
Many taxpayers may be surprised by a larger tax bill if the TCJA isn't extended. Check out these proactive strategies to help mitigate some of the impacts.
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13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
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Nine Types of Trusts for High-Net-Worth Estates
Trusts can help high-net-worth estate owners protect their assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
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Prepare Your Family for the Financial and Legal Aftermath of Your Death
Taking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
