Understanding Estate Planning Tools
: Understanding estate planning options and learning the differences between a beneficiary designation and a will are critical as you plan for the future.
Considerations for Passing an Inheritance to Your Children
For many people, building wealth means the opportunity to leave an inheritance to their heirs. If you’d like to leave something behind for your children
Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren
A college education does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making
Maximizing the Tax Benefits of Charitable Giving
Recent changes in income tax laws have made it even more important for you to be strategic with your charitable giving during the year so
Planned Giving Goes Further
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and
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