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Have $1M+ Saved? Consider a Financial Planning One-Stop Shop
A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs.
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What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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Retirees' Anti-Bucket List: 10 Experiences You Don't Want
Your retirement bucket list is no doubt packed with fun stuff. Here's how to help ensure that you won't get blindsided by things that could have been prevented.
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Financial Pitfalls to Avoid in Your 30s, 40s and 50s
As you pass through each decade of working life and build wealth for retirement, watch out for the financial traps that can hinder your progress.
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Retiring Without Heirs: Four Options For Your Estate
Just because you don’t anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
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Five Key Retirement Challenges (and How to Face Them Head On)
Life will inevitably throw challenges at you as you get older. But making a flexible retirement plan — and monitoring it regularly — can help you overcome them.
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Revocable vs. Irrevocable Trusts: What You May Not Know
Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs.
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Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving family money beyond a few generations isn't an easy task.
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Six Steps to Simplify Your Estate for Your Heirs
A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress.
