Here are estate planning strategies to help make sure your assets are distributed according to your wishes.
Read MoreThe looming sunset of the federal lifetime gift and estate tax exemption means now is the time to plan. Here are strategies to consider.
Read MoreWealthy couples may set up an AB split trust to help minimize estate taxes. Here’s what you need to know about this trust.
Read MoreIf you seek long-term care assistance in California, read this article for tips on qualifying for Medi-Cal while leaving an inheritance for your loved ones.
Read MoreGiving an early inheritance comes with pros and cons. Here are considerations to help you decide the best course for you.
Read MoreYour legacy isn’t limited to a financial inheritance. Here are suggestions to pass on your values to your heirs.
Read MoreQuestions to ask yourself before you cash in on a hot housing market.
Read MoreHere are some of the ways you can leave your home and other real property to your children and grandchildren.
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It can be shocking to learn that a financial advisor isn't required to do what’s best for their clients. But, unfortunately, that’s the case for many financial professionals.
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Digital assets should be a part of everyone’s estate planning.
Read MoreThe mixed emotions that accompany an inheritance can cloud objectivity and increase inheritance mistakes. Here are common mistakes to avoid.
Read MoreLet COVID-19 be a wake-up call. Follow these steps to get your estate plan in order.
Read MoreWhen creating your estate plan, try to avoid these 5 pitfalls when transferring wealth from one generation to the next.
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