A will is often the cornerstone of an estate plan, and in most cases, yes, you should have one. A…
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Estate Planning
A Primer on Charitable Giving
Charitable giving can play an important role in many estate plans, although this may change with upcoming tax law changes….
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CNBC News: Maura Griffin on Same-Sex Planning
Financial advisors recommend couples thinking about same-sex financial planning have a discussion about how the Supreme Court decision will affect…
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