Estate & Wealth Transfer Planning Insights

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The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their children and their…

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This…

Married couples may not be able to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that…

If you and your spouse have similar irrevocable trusts that benefit each other, it’s important to know that the trusts might be subject to…

For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what…

If your family owns a vacation home, you know what a relaxing refuge it can be. This is especially true these days due to the limited travel…

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