Category: estate planning

What is a Trust? And Other Common Estate Planning Questions

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...
5 Things To Do Before You Donate to Charity: Financial Planning and Philanthropy

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....
How to Protect Your Dependents in 10 Steps

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...

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