Knowing your loved ones have financial support upon your passing helps provide peace of mind. With this in mind, many people use life insurance policies and
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Although declining an inheritance seems like an unlikely move, there are situations in which a beneficiary chooses to pass their assets to an alternate
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Designating a nonprofit organization or charity as a beneficiary of your estate is admirable. However, although their tax-exempt status makes IRAs ideal for
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When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary
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If you inherit an IRA from a deceased loved one, it is crucial to know the complexities involved. Following the rules to effectively manage the account isn’t
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Many are familiar with the adage, “nothing is certain except death and taxes.” If you are married, a time will come when you or your spouse face a grim reality
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Divorce tends to present a myriad of difficulties as couples navigate their new normal. Oversight while splitting financial assets can result in one or both
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For many nearing retirement, the excitement of entering the golden years can be overshadowed by fear. With record-breaking inflation rates, coupled with market
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As 2022 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to
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‘Tis the season to deck the halls, light the menorah and help provide peace on earth (or at least to your families) with a well-constructed financial and estate
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With the holiday season quickly approaching, you may be considering how you want to make your charitable donations. If you’re an IRA owner, you may want to
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When considering the best way to leave your loved ones an inheritance, it’s important to be aware of the options available to you. While life insurance is a
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