Loved Ones, Legacies and Life Insurance
For some estate planning and financial goals, life insurance may be just the solution. You likely think of life insurance as a way […]
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Should Your Estate Plan Address Addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your
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Gifting in a Volatile Market
During times of market volatility, it’s important to review your charitable options and opportunities. The coronavirus has financially impacted individuals and businesses, and
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The Three T’s of Effective Trustees
Here’s how to choose a trustee that’s up to the important task at hand. Choosing a trustee – the person or entity who’ll
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Giving Back Can Be Very Good for Business
Explore four ways that giving back can benefit you, your business and your staff. Did you know that 82% of all U.S. consumers
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Strategies for Keeping Your Beloved Home Within the Family
Preserving your property across generations takes thoughtful planning and open communication. Watching your daughter take her first steps in the nursery. The porch
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Optimize Your Estate Plan for 2020 and Beyond
Five ways to refine your plan for the future. A new year brings new opportunities to help you protect your legacy through estate
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Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child. No matter if they’re adults or minors,
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Proud Alumna or Alumnus? Explore Strategies for Giving Back
There are many ways to support an alma mater – donating QCDs, giving appreciated stock or founding a scholarship are just a few
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Why Didn’t the New Standard Deduction Stunt Charitable Giving?
Americans’ total unadjusted giving actually increased year over year – posing the possibility that, for the charitably minded, it’s often more about heart
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