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What’s a Pot Trust?

September 28, 2021
A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.
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Can You Have Bitcoin in Your IRA?

September 27, 2021
The cryptocurrency market climbed to more than $2 trillion over the weekend. Investors who want to get in on those gains may want to add those assets to their IRA.
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Should I Sign a Prenup before I Get Married again at 60?

September 24, 2021
Those marrying at older ages should at least consider a prenuptial agreement, since both spouses may come into a marriage with significant assets, children, or both.
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What Should I Do with an Inherited IRA?

September 24, 2021
You’ve inherited an individual retirement account, or IRA. Now what?
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What Kind of Trust Is Right for You?

September 23, 2021
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
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States with the Best Tax Rates for Retirees

September 23, 2021
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It's up to $11.7 million for 2021 ($23.4 million for a married couple).
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What You Need to Know About 529 College Savings Plans

September 23, 2021
Only about 35% of Americans have heard of 529 plans, according to the College Savings Plans Network. Of those, a mere one in four connect the plans with higher education savings.
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Why Do You Need a Health Care Directive?

September 17, 2021
A heath care directive is a legal document that lets you express your health care preferences and, if you wish, designate authority to someone to make care decisions for you, if you cannot make them yourself.
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What Happens If You Don’t Name Beneficiaries?

September 16, 2021
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
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Do You Need Power of Attorney If You Have a Joint Account?

September 15, 2021
As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.
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