Insights

 

4 min read

Estate Planning Checklist When Managing a Terminal Illness

After you or a loved one has been diagnosed with a terminal illness, you probably don’t want to spend any more time sitting in anestate planning advisor’s office than is absolutely necessary. Everyone’s case is unique. How much estate planning...

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A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions

3 min read

What Kind of Assets Make the Best Charitable Contributions?

Everyone has their own reasons for choosing the organizations they support with charitable...

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Youthful Black woman reviews essential estate planning documents.

3 min read

Essential Estate Planning Documents That Most People Need

What would happen if you were in a terrible accident today and landed in the hospital, seriously...

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3 min read

After Term Life Insurance Plans Expire, What Happens Next?

When you bought your term life insurance policy, you were probably thinking about the same thing...

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A family with two young children sitting in the snow drinking hot chocolate in front of their investment real estate property.

4 min read

The Role of Investment Real Estate in Your Financial Plan

Buying real estate is always a little daunting even when you’re excited about the property. Whether...

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A young family with skis sitting in the snow. Smart Asset

3 min read

Using Taxability to Your Advantage: Making Smart Asset Choices

It’s hard to outrun the IRS, and it’s definitely not advisable to try. Learning that taxes are an...

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A black family with man and wife and kids hike on a forested trail. Trusts for Estate Planning

3 min read

Trusts for Estate Planning: Varying Types for Varying Goals

There’s a common misconception that trusts are only for the wealthy. In reality, all kinds of...

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Older parents share a home-cooked meal outside with their child and family. They discuss estate planning essentials of State and Federal Tax Laws.

4 min read

Estate Planning 101: What State and Federal Tax Laws Apply?

Estate planning isn’t something any of us can afford to put off. The future is entirely...

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Group of friends with skis and snowboards smile in front of a small wooden house. Capital gains rate.

3 min read

Capital Gains Rate Changes to Expect in 2023 and Beyond

Maybe 2023 is the year you finally sell your home and downsize to a condo at the beach. Maybe...

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A smiling retired couple goes for a new year’s day walk down a city street with lights after talking about their diversification strategy.

4 min read

What’s Your Diversification Strategy? (And Why It Matters)

There’s a good reason the proverb “don’t put all your eggs in one basket” is so often used when...

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