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Topic:
Estate Planning
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Secure Your Legacy: Why Naming a Beneficiary for Your 401(k) Matters
When you participate in a 401(k) plan, you’re taking a significant step toward securing your financial future. But there’s an equally important, often overlooked, aspect of managing your plan: naming a beneficiary. This simple action ensures your loved ones are protected and minimizes complications if the unexpected happens. Here’s why it matters for both you…
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Wealth with Purpose: Helping Clients Achieve Their Philanthropic Goals
At Evensky & Katz / Foldes, we believe that wealth is more than just a means to financial security—it’s a powerful tool for creating meaningful, lasting change in both personal lives and the communities we serve. As a trusted guide in wealth management, I work closely with my clients to craft charitable strategies that not…
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Before the Ballots: The Strategic Advantage of a SLAT During an Election Year
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
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Issues to Consider When Creating Your Estate Plan | 2024
Estate planning can often be overlooked, yet it’s crucial for ensuring your wishes are carried out and your assets are managed effectively. Many people are unsure where to start or what questions to ask. This checklist is designed to provide clarity and guide you through the essential elements of estate planning. Key Considerations Include: Use…
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Ultimate Guide to Wills and Why They Are Important
Expert Insight on Setting Up a Will