Category: estate planning
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Common Estate Planning Questions: How to Pass a Business on to the Next Generation
For a lot of business owners, their exit plans involve leaving their company to their children and grandchildren. But passing on your business to the...
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What is a Trust? And Other Common Estate Planning Questions
When do you need a financial planner? Ask yourself these 3 questions: Will I outlive my money in retirement? Am I doing everything I can...
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5 Things To Do Before You Donate to Charity: Financial Planning and Philanthropy
Believe it or not, countless studies prove that we experience a happier, healthier life, are more joyful and experience improved mental health when we give....
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How to Protect Your Dependents in 10 Steps
Planning for your death can be uncomfortable, but it’s something you should really do, especially if you have children. You may think that estate planning...
