Latest
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Estate Plan Check-Ups: Don’t Just Set It and Forget It
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure it’s in good shape for when it’s needed.
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2024 Uncertainty Highlights Need for Estate Plan Flexibility
It's important to make your purpose clear in your estate planning and also include some flexibility that still limits any changes that defy your wishes.
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Retirement Tips for 2024 From Five Retirement Experts
From Rothifying IRAs to navigating changing tax laws, these fiduciary advisers share the recommendations they’re making to their clients this year.
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Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving the family money beyond a few generations isn't an easy task.
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What is the Gift Tax Exclusion for 2024?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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The Five Critical Components of a Financial Plan for Retirees
Not only do you need to know what you’re going to do and whether you have enough money to do it, you need plans for income, taxes and your estate. Here’s how to build your plan.
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Seven Ways to Protect Older Adults from Financial Abuse
Scams are everywhere, and older people are prime targets. It’s critical to be vigilant, safeguard personal info, get paperwork in order and more.
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Plan Now, Save on Taxes Later: Tax Law Reset Is Coming
Don’t let the sunsetting of provisions in the Tax Cuts and Jobs Act catch you off guard. Here are some ways to take advantage of lower tax rates now.
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An 'Equal' Inheritance for All the Kids Doesn't Always Work
Here are four scenarios in which it'd be appropriate for one or more of your children to inherit differently than their siblings.
