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What Is the Role of a Fiduciary?

The word 'fiduciary' is one you'll come across often when looking into financial matters, investment management, and retirement ...
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The Difference Between Using a Trust Company as an Investment Manager vs. a Broker

When choosing someone to manage your investments, you need to ensure that the individual is the right one for the job. After all, ...
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Which Documents Do I Need to Keep Forever?

In our over-connected and increasingly digital world, everything seems to be moving online. While this is great to reduce paper ...
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Starting a Family? Consider These Financial Issues First

  Starting a family is one of the most important, life-changing decisions you can make in your life. With large decisions like ...
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6 Tips On How to Establish Investment Goals

  The journey to financial liberty is quite a long one, as it requires so much planning and evaluation. Knowing how to set ...
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5 Benefits of a Non-Family Member Trustee

When it comes to choosing a trustee to oversee your estate, it's important to find one you can fully entrust with the wellbeing ...
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A Breakdown of Key Elements Inside an Estate Plan

Estate planning is something that people know they should do, but most never do it. In fact, nearly 60% of adults lack important ...
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Top 7 Reasons Why You Should Have a Trust

Wondering whether you need a trust? A trust is a great estate planning tool that can help you manage your property and assets. ...
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Do I Need an Attorney to Execute an Estate Plan in Florida?

  Accountants, financial planners, attorneys, and other such professionals use the term "estate planning" in reference to the ...
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