Estate & Wealth Transfer Planning Insights

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If you’re the type who would rather order ala carte rather than a set entrée, you might prefer a “self-directed” IRA. With this option,…

Although probate can be time consuming and expensive, one of its biggest downsides is that it’s public. Anyone who’s interested can find…

Many people, when planning their estate, simply divide their assets equally among their children. But “equal” may not necessarily mean “fair.”…

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…

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