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Leave Your Kids a Legacy by Looking at The Rockefellers

Leave Your Kids a Legacy by Looking at The Rockefellers

Entrepreneurs may have a hard time deciding if they want to leave their children a large inheritance. You don’t want to create entitled, spoiled kids,

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Tying the Knot Finances

Tying the Knot Finances

The average age of a couple getting married today is older: age 31 for a man and 29 for a woman. This often means merging

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Win-Win With Charitable Trusts

Win-Win With Charitable Trusts

If you have several substantial bequests to charities in your will, this Kiplinger's article asks if it would be better to see the charity use

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Special Needs Trusts Available to Everyone Who Needs One

Special Needs Trusts Available to Everyone Who Needs One

A child who suffers the onset of severe epilepsy and developmental regression may require lifelong special needs. This calls for a redrafting of a basic

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Make Certain Your Dynasty Succeeds After You’re No Longer in Power

Make Certain Your Dynasty Succeeds After You’re No Longer in Power

The Yakima Herald article, "Passing the baton: 6 challenges for family business succession," says that maybe one reason family dynasties are of interest is that

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Don’t Add to Your Family’s Stress If You Die Young

Don’t Add to Your Family’s Stress If You Die Young

Raising the topic of your own death with your parents, siblings, or partner may sound silly if you're in your 20s or 30s, particularly if

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Take Life’s Transitions Seriously

Take Life’s Transitions Seriously

Many folks take on estate and financial planning in a piecemeal manner. It's something they visit every now and then. Maybe they speak with an

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What’s the Big Deal about Writing a Will?

What’s the Big Deal about Writing a Will?

CNBC’s article, "Prince or pauper, young or old, here's why you still need a will," lists the top three reasons why it's vital to write

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Six Titles Not in the Prince Songbook: Estate Planning Documents

Six Titles Not in the Prince Songbook: Estate Planning Documents

Forbes' article, "Prince and Estate Planning: What We Can Learn from the Late Musician's Financial Picture," reminds us that you don't have to be a

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Yes, We Know: Prince Didn’t Have a Will

Yes, We Know: Prince Didn’t Have a Will

By now you've seen and heard the news of the musician's sudden death. You also now are aware that the Minnesotan failed to take time

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Reverse Mortgages Give You Tax-Free Cash

Reverse Mortgages Give You Tax-Free Cash

Reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), are government-insured loans. These loans let qualified senior homeowners convert illiquid home equity into available

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Adoption Tips for Those Planning on Adding to Their Families

Adoption Tips for Those Planning on Adding to Their Families

According to the U.S. Department of Health and Human Services, the costs of adopting can be anywhere from a few hundred dollars to more than

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