Latest
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How Life Insurance Can Help You Preserve Your Wealth
Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes.
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Wealth Transfer Is About More Than Just Money
Families have many forms of capital beyond their money. Here are five of them, plus ways to easily ‘transfer’ them to younger generations.
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Three Big Ways That Life Insurance Can Be a Lifeline
Life insurance not only provides a safety net for loved ones and leaves behind a lasting legacy, but the cash value can also help during financial hardship.
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Four Things to Know About Managing a Loved One’s Finances
Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions.
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How Gig Workers Can Prepare Their Estate and Financial Plans
Freelancers have to be vigilant to keep track of where their money goes, whether it’s to cover daily necessities, saving for retirement or other expenses.
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How to Talk about Estate Planning with Your Family
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.
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Should a Donor-Advised Fund Be Part of Your Estate Plan?
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested.
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How Quitclaim Deeds Can Cause Estate Planning Catastrophes
A lot can go wrong (including inadvertent law-breaking) if you choose to go the easy route rather than using a trust to transfer real estate to your child.
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Put an Estate Plan in Place
Financial Planning When putting an estate plan in place, start with the basics, like creating a will.
Financial Planning
