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3 Ways to Make a Greater Impact with Your Wealth
Whether your objective is to change the world, shape your legacy, or simply lower your tax bill, here are three ways to make a greater impact with your wealth.
5 Tips for Better Investment Performance in Any Market
These seemingly simple actions can help you achieve better investment performance in any market and reach your financial goals.
Benefits of a Living Trust
As your net worth increases, you may want to provide your loved ones with ongoing financial support. For some families, a living trust can be an efficient way to achieve this objective.
Asset Protection Strategies for the Suddenly Wealthy
Sudden windfall beneficiaries typically want to protect and preserve their newfound wealth. Unfortunately, many don’t know where to start–especially as friends, family members, and opportunists attempt to capitalize on their good fortune.
What Is Estate Planning, and Why Is It Important?
While estate planning can be an emotional process, it can also help your family avoid many of the challenges associated with settling an estate.
4 Estate Planning Strategies to Minimize Taxes on Transferred Wealth
Wealthy families may benefit from certain estate planning strategies to minimize taxes on transferred wealth. These strategies may include life insurance, Roth IRA conversions, lifetime gifting, and others.
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