Topics
Topic:
Family Planning
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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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The Emotional and Financial Aspects of Divorce: Navigating the Journey
Divorce can be one of life’s most devastating events and can trigger a grieving process similar to mourning a death. While the financial planning and legal aspects of divorce are crucial, the emotional side is often overlooked. For some, divorce may bring a sense of relief, especially if the marriage was unhappy or abusive. It…
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Expert Insight on Life Insurance and Estate Planning
Estate Planning and Life Insurance
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Being Financially Savvy is A Family Business
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We strive to help our children financially, and many times we’d like to bequeath…
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Becoming an Investor in Real Estate Rental Properties
Expert Insight for Beginner Rental Property Investors
