Latest
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
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Estate Planning for Millionaires: Teamwork, Trusts and Taxes
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
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Revocable vs. Irrevocable Trusts: What You May Not Know
Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs.
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Pass the Gravy, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to begin making your retirement and estate plans clear to your family. Here's how you could get the conversation started.
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Estate Planning: How Does the Basis Step-Up Rule Work?
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed.
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Common Estate Planning Mistakes
Have you avoided the eight most common estate planning mistakes? Your family will thank you.
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Time for Some Fall Financial Maintenance: Here's a Checklist
As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores.
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How Women Can Navigate Competing Priorities as They Age
It takes planning and some frank conversations, but women can aim for a happy and financially secure retirement while supporting loved ones. Here's how.
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Want Your Kids to Inherit? You Need an Asset Protection Plan
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
