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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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5 Practices to Avoid in Order to Plan for Retirement

A report by the National Institute on Retirement shows that three-quarters of Americans fail to attain the conservative savings ...
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When and How Often Should You Update Your Estate Plan?

Planning your estate helps you take care of the people who depend on you when you pass on. It allows you to manage your assets ...
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What is a Charitable Trust?

Charitable giving is a great way to support a specific cause or organization and it can be important for financial planning, ...
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Asset Management Vs. Wealth Management: Which is Right for you?

There are various ways that individuals can begin to manage their money better. Two financial services that are offered today are ...
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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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