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Insights & Ideas

Keeping you at the forefront of modern investing
When it comes to charitable giving, the way you give can be even more important than how much you give.
How to help ensure the assets you ¬pass down are protected from an heir’s divorce.
How to successfully transfer your business to a new owner.
Increase your giving power while potentially minimizing your tax liability.
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
There are nearly as many types of trusts as there are individual circumstances.
A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax exemptions.
What to do with your estate when its inheritor isn’t obvious.
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