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Articles tagged: Estate Planning & Asset Protection
Eliminate Your State Income Taxes with Non-Grantor Trusts
Non-grantor trusts, like the NING Trust, can protect assets and minimize state income taxes for investors, particularly in high-tax states.
Read More2 Crucial Tips for Preserving Multigenerational Wealth
Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise.
Read MoreFour 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.
Read MoreHow Living Frugally Creates a Richer Life
Don’t let the current psychology of spending empty your wallet. Learn how to save your money with these frugal living tips.
Read MoreMoney Basics Series – Part 6: Protect Assets and Your Future Nest Egg
Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future.
Read MoreI’m Not Very Wealthy, Should I Still Make a Will?
Don’t ask who needs a will. Ask how to make a will. Estate planning is important, regardless of the number of assets you own.
Read MoreThe $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?
Read MoreRecognizing Special Situations in Private Companies
“Special situations” affecting stock price, (i.e. bankruptcy or a spinoff company) can be more complicated for private companies, which tend to be illiquid.
Read MoreWill an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.
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