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The word ‘estate’ conjures images of great wealth, which may be one of the reasons why so many people don’t develop estate plans—after all, they’re not rich, so why make the effort? In reality, however, if you have a family, you can probably benefit from estate planning, whatever your asset level.

July 22, 2019

Prevent Problems Before They Happen

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Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.

July 16, 2019

Leaving a Legacy Is Not Just about Money

Leave a legacy
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Parents’ instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expect, but that could be a big mistake.

June 21, 2019

Talk To Your Kids About Their Inheritance

Family wealth
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If you were to receive a sizable inheritance, what should you do with it? This money could help you achieve some of your important financial goals , so you’ll want to think carefully about your choices.

April 20, 2019

How to Be Smart about an Inheritance

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