Latest
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Four Things You Need to Know About Your Aging Parents
When it comes to estate planning for your aging parents, knowledge about their wishes and finances is power.
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the seven items to exclude.
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How to Add Home Equity to Your Retirement Income Planning
Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity.
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Irrevocable Trusts: Less Control Equals More Asset Protection
Balancing the costs and benefits of surrendering control is key when ensuring a trust maker’s assets are properly managed and distributed the way they want.
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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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Apple TV+'s 'Loot' Offers Five Lessons for Inheriting Wealth
Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her.
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I Didn’t Think I Needed an Estate Plan Until This Happened
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself.
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Asset Allocation for Retirees: Five Things to Consider
Everybody’s retirement is different, so the answers to these questions can help you determine the appropriate asset allocation for you.
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Intrafamily Loans Can Be a Smart Move to Boost Wealth
Keeping your family’s wealth going — and growing — across future generations takes planning, and an intrafamily loan can be one tool in your toolbox.
