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Articles tagged: Estate Planning & Asset Protection

Best State for Retirement

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.

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Long-term Care

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?

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Family Wealth Preservation

2 Crucial Tips for Preserving Multigenerational Wealth

Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise.

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Family Offices and Managing Private Wealth

5 Rules for Building a Solid Family Office Structure

A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations.

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Protecting Your Business in Even of Death

What is a Buy-Sell Agreement? Protecting Your Business in Event of Death, Disability, Divorce or Disagreement

A buy-sell agreement can protect your company’s ownership shares in the event of an owner or partner’s voluntary or involuntary departure.

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Hiring a Corporate Trustee

Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not

Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.

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Organized philanthropy for families

Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy

Philanthropy is important to many wealthy families, but many don’t have a structured plan. Learn how to give back with organized philanthropy.

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Avoid taxation following these IRA rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year.

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Financial planning for women and wives

Women: It’s Time to Take Charge of Family Finances

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

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