November 2, 2021 •
Estate Planning 
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
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Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
Read MoreOctober 29, 2021 •
Estate Planning 
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
Read MoreOctober 28, 2021 •
Estate Planning 
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
Read MoreOctober 27, 2021 •
Estate Planning 
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
Read MoreOctober 26, 2021 •
Estate Planning 
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
Read MoreOctober 26, 2021 •
Estate Planning 
Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.
Read MoreOctober 22, 2021 •
Estate Planning 
Locking up certain important documents and valuables in a safe deposit box could turn into a headache for you or your heirs.
Read MoreOctober 21, 2021 •
Estate Planning 
While a will is often part of an estate plan, an estate plan covers much more ground.
Read MoreOctober 20, 2021 •
Estate Planning 
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
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