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Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than
Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep
The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.
You’ve just received a sizable inheritance. Now what? Whether or not you were expecting to inherit a large sum of money, it can still be
The word legacy has been used in many different ways. But something struck me about this idea, based on the original translation of the word:
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