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Discover the 5 essential estate planning documents—will, power of attorney, health care directive, beneficiary designations, and trusts—that can help protect your legacy and ensure your wishes are honored.
Blog
Estate planning isn’t just for the wealthy. Learn 4 simple yet essential tips to protect your legacy, reduce taxes, and ensure your wishes are honored—no matter your net worth.
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Estate planning can be difficult. No one likes staring down their own mortality, but thinking about how you want to pass on your legacy after you’re gone is a necessary part of financial planning.
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In the field of financial management, charitable giving is pivotal when it comes to the transfer of assets. It shows a commitment to social responsibility and is a strategic wealth management approach.
Understanding the nuances of incorporating charitable giving into your wealth transfer strategy is important. This may include understanding charitable gift annuities, navigating the rules of charitable contributions, and making informed decisions about your donations.
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Estate planning can be complex. Many people believe they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth.
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A lot goes into being an estate executor. It’s a responsibility that shouldn’t be taken lightly, and that’s why it’s so important to find the right person for the job when you’re putting together your estate plan.
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For most of us, ensuring the financial security and prosperity of our loved ones is extremely important. Gifting stocks to children in a low tax bracket (i.e., college students, graduate students, unemployed, etc.) allows us to share our success. It presents an opportunity for tax-efficient wealth transfer.
Blog
The idea of planning for after you’re gone is daunting, but proper estate planning is vital for anyone who wishes to protect their assets and loved ones. It could be even more critical for same-sex couples and LGBTQ families, even after the 2015 Obergefell v. Hodges Supreme Court decision.