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Inherited wealth can provide opportunities that weren’t previously available, such as early retirement, investment opportunities, or funding for personal passions. However, it can also come with complexities that require careful planning and decision-making. Here’s a guide to approaching and managing an inheritance wisely.
Read More »Understanding which digital accounts you can legally leave to your loved ones is crucial. However, legally gaining access to digital assets can present challenges for anyone other than the original owner.
Read More »A family limited partnership (FLP) is a business structure that allows family members to pool assets for business and investing purposes.
Read More »By avoiding planning for end-of-life care and failing to discuss preferences with our loved ones, we do them a disservice.
Read More »A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.
Read More »The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property.
Read More »From traditional burials rooted in religious customs to emerging eco-friendly methods, the journey of how we handle the deceased offers a fascinating glimpse into our society’s evolving relationship with death.
Read More »Cryptocurrencies are generally considered a risky option for investing money, especially for older Americans who are in or close to retirement. But millennials and Gen Z consider them a risk worth taking.
Read More »Creating an estate plan is not a one-time task. As your life changes, so should your estate plan.
Read More »There are so many ways that family problems can become legal problems when a loved one needs end-of-life care or passes away, leaving an inheritance.
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