Why Estate Tax Planning Needs to be Part of the Plan
You’ve created a solid financial roadmap, you’re saving for retirement and you’ve prepared all your estate planning documents. Great! But if you haven’t done estate tax planning—or if you haven’t reviewed your estate tax […]
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Estate Planning Can Keep Assets in the Family
Maintaining generational wealth is notoriously difficult. Of more than 3,200 affluent families interviewed by researchers throughout the ’80s and ‘90s, 70 percent involuntarily lost assets after wealth was transitioned to the next generation.* What […]
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Estate Planning Can Help Build Generational Wealth
You’ve probably heard the phrase, “You can’t take it with you.” And to some extent, that is true. Cash and real estate won’t be much use to you after you’ve passed. However, if you […]
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Three Important Estate Planning Documents for 18-Year-Olds
At 18, a young adult might own little more than the contents of their bedroom. So estate planning might be the last thing a recent high-school graduate is thinking about—after all, what’s the point […]
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Why It’s Important to Plan Your Own Funeral
The worst time to plan a funeral is right before the funeral—which is exactly when most grieving family members are tasked with this stressful project. There’s so much to do in so little time, […]
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Estate Planning Checklist
It’s the rare person who’s really excited to start estate planning. The process requires you to think about and talk about what you want to happen at the end of your life, which a […]
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If You Own A House You May Need a Trust
Many people believe a trust is only a vehicle for the ultrarich, but that’s not necessarily the case. There are three main reasons that having a trust makes sense if you own a house. […]
read moreThe Importance of Early Planning for Long-term Care
You’ve worked hard your entire life. Retirement should be a time to relax and enjoy the fruits of your labor. And yet, because of financial constraints, the majority of American workers aren’t able to plan for retirement, let alone long-term care.
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