Articles with the Tag “Protecting Wealth”
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Why You Need to Talk To Your Family About Estate Planning
Talking to family about what will happen to your estate when the time comes is a difficult conversation – but it’s also an essential one.
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Is an Online Will Right for You?
The emergence of online platforms has made it easier and more affordable than ever to make your own Will. Find out if an online Will is right for you.
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How One Retiree Planned His Stress-Free Second Act
Wayne Oudijn’s life got busier when he stopped working. A solid plan lets him focus on gardening, biking and everything but managing money.
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3 Considerations for Donating Money and Leaving a Legacy
Want to incorporate philanthropy into your estate planning? Discover 3 options for making donations part of your wealth transfer strategy.
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A New Generation of Estate Planning: Why Create a Digital Legacy
With estate planning, it’s important to consider how you want your digital photos, emails, online accounts and other digital assets handled.
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The 9 Reasons You Need a Will
Here are 9 reasons why having a Will is important, regardless of your life stage, even if you don’t think you need one.
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Wealth Transfer Between Generations: 5 Legacy Planning Tips for Grandparents
Thinking of ways to put money aside for your grandchildren? Learn 5 wealth transfer options to help set the next generation up for success.