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STUDENT DEBT RELIEF PLAN EXPLAINED WITH FAQS

Let's explore the recently announced Student Debt Relief Plan

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AVOID CAPITAL GAINS TAX WITH A CHARITABLE REMAINDER TRUST

Would you rather pay taxes and send your hard-earned money to the government, or use that same money to provide yourself with income and support your favorite charity at the same time?

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What is a spendthrift provision?

No one really knows how life will turn out for the loved ones we leave assets to but a spendthrift provision can help with a loved one that has money issues.

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Protect Your Aging Loved Ones From Undue Influence

Undue influence is not only unethical, it’s considered a form of elder abuse. Given the growing number of seniors, we’re likely to see a surge in the number of cases involving undue influence.

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What Your Last Will & Testament Will (And Will Not) Do—Part 2

Here, in part two, we detail all of the things your will does not do.

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What Your Last Will & Testament Will (And Will Not) Do—Part 1

In this post, we look at what a properly drafted will accomplishes for your estate plans.

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3 Critical Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part 2

Moreover, when creating the trust, “education” can be broadly defined to include any type of learning institution or organization, such as trade schools, educational workshops, community colleges, and private academies, to name just a few options.

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3 Critical Considerations To Save For Your Child’s (or Grandchild's) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.

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4 Essential Strategies For Protecting Your Family's Assets

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk.

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How Estate Planning Can Reduce The High Cost Of Dying - Part 2

If you dream of one day leaving your company to your family, but you haven’t properly included your business in your estate plan, that dream could become a nightmare for your heirs—and for your partners, team members, and clients, too.

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