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Philanthropy allows individuals to make a difference by supporting the causes they value the most. Selecting the specific charities to support, however, can pose a challenge.
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Choosing an executor for your estate or acting as one for someone else is a big responsibility. Find out everything you need to know about executors.
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Are you looking to maintain investment income for yourself while making an impact on the community? Learn more about the positive and negative aspects of a trust to help you make an informed decision.
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Learn more about the significant responsibilities and potential risks of inheriting wealth.
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Transferring ownership of a family business can be tricky. Our checklist of financial considerations for family business succession planning can help.
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Affluent women face unique challenges compared to their male counterparts when it comes to preparing for their golden years.
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Keeping the family farm in the family takes more than just a written will. A succession plan ensures not just the transfer of property but helps prepare your heirs to take on the job.
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Being a child in a financially comfortable family certainly has benefits — but it comes with pressures too. Here are some ways to help your children find their own path.
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Developing a transition plan that outlines what will happen to your business when your retire or you die is crucial, particularly if you want to leave the business to your heirs.
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Accumulating personal wealth affords a unique opportunity when it comes to doing good for others.
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