Latest
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Four Ways to Teach Young Adults How to Manage Great Wealth
Wealthy families can use these planning strategies to help their children learn the importance of responsibly managing their wealth.
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Common Estate Planning Mistakes
Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.
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Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
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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, so let’s discuss how to help ensure you don’t get blindsided by things that could be prevented.
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6 of the Worst Assets to Inherit
inheritance Leaving these assets to loved ones may be more trouble than it’s worth. How to avoid adding to their grief after you're gone.
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6 of the Best Assets to Inherit
inheritance If you really want to help your heirs out, these are some of the best assets to leave them.
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The Holidays Are a Time for Sharing (Your Wishes)
While cognitive decline isn’t the most festive topic to bring up during a holiday get-together, getting the conversation started now can ensure everything is in place if, or when, something happens.
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Four Tips to Keep Your Wealth Transfer on Track
Incorporating family legacy planning into your financial plan is crucial to ensure the next generation knows how to serve as good stewards of the family’s wealth.
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How to Prepare for Upcoming Estate Tax Law Changes
High-net-worth families have time to take advantage of higher estate and gift tax exemptions before they’re significantly reduced if provisions of the Tax Cuts and Job Act are allowed to sunset.
