Latest
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Are Living Trusts Worth It? Pros and Cons
Living trusts can help manage your assets (and taxes) while you're alive and transfer them after you die, but they have disadvantages, as well as advantages.
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Can You Change an Irrevocable Trust? Yes, But Be Careful
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences.
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Should You Delay Social Security if You're Wealthy?
Here are three scenarios in which you might want to consider claiming Social Security benefits later if you have saved a significant chunk of change.
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Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving the family money beyond a few generations isn't an easy task.
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Six of the Worst Assets to Inherit
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
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How to Talk about Estate Planning with Your Family
It can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
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Four Keys to Financial Resilience When Your Life Changes
Transitions can be hard, stressful and costly. With a little preparation and the right team on your side, you can handle all the curve balls life throws.
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10 Financial Situations Where You Might Want to Consult a Professional
There’s no shame in asking for help, especially when it comes to your finances.
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Six of the Best Assets to Inherit
inheritance If you really want to help your heirs, these are some of the best assets to leave them.
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