Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.