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Articles tagged: Estate Planning & Asset Protection
Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan
Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach. Read More
Sibling Squabbles: Fair Estate Distributions to Multiple Beneficiaries
The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition. Read More
Estate Planning for Unmarried Couples: P is for Planning, Not Palimony
Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning. Read More
How to Protect Your Assets Now to Cover Your Ass(ets) for Later
Your valuables are your assets. It’s important to think of them as investments and know how to protect them from disaster, as well as regular wear and tear. Read More
Investing in a High-Inflation Environment
How should you approach investing in a high inflation environment? Though your first instinct may be to hold on to your cash, see how many investments, like I bonds or real estate, can be a key hedge against inflation. Read More
Eliminate Your State Income Taxes with Non-Grantor Trusts
Do you know how a non-grantor trust can help you protect assets? NING trusts can be used to your advantage so you can avoid state income taxes and make the most off of your investments. Read More
4 Steps for Handling Your Finances in Divorce
Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets. Read More
Where Should You Retire? The Best and Worst States for Retirees
What are the best states to move to for retirement? Find your home, whether it’s tax-friendly or boasts the best health care. Read More
Long-Term Care Insurance: What You and Your Family Should Know
Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask? Read More
Surviving the Second Generation: Discussions You Need to Have Before Family Business Transitions
Many family businesses don’t survive into a third generation. Strong quarterly communication can aid family business transitions. Read More