Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy
Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting
In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind. It’s the
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Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here
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You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a
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When people think of life insurance, what usually comes to mind is settling the deceased's final expenses and providing financial support for their
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When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four
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Are you financially prepared for a life-changing event? This checklist is the first step to help you prepare for these events now or in the future.
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Applying lessons from the golf course to your financial life and vice versa may help you improve your game in both arenas. Here are three tips that may help you
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Artificial Intelligence-powered tools, such as ChatGPT, have the potential to revolutionize the efficiency, effectiveness and speed of the work humans do.
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For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate
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With some advance planning and preparation, you can take steps to mitigate your tax bill for the upcoming year. Here are 7 things you can do now to trim your
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