Latest
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Sophisticated Planning With Flexible Irrevocable Trusts
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
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Your Family Money Values Matter: How to Get on the Same Page
How you grow up shapes you financially. That can make things tricky for couples and their kids, so follow these four steps to help establish your family values.
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You've Saved for Retirement: Now You Need a Safe Income Plan
You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do wonders to help your savings last.
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The Four Key Pillars of Wealth Management of the Future
The role of the family office is evolving with the Great Wealth Transfer and tech advancements. This is how financial professionals can manage the shifts.
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Wills Gone Wild: How to Avoid Estate Planning Disasters
These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs.
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Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
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Opportunities and Challenges When You Inherit an IRA
New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries.
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This Late-in-Life Roth Conversion Opportunity Spares Your Heirs
Expensive medical care in the later stages of life is an unpleasant reality for many, but it can open a window for a Roth conversion that benefits your heirs.
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Why You Need an Advance Directive
An advance directive defines the medical care you want if you are too ill to make decisions. Every adult needs one.
