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Storing your will and trust at home

It’s a morbid yet common worry: What happens to credit card debt when you die? Read more

When it comes to donating, many people seek not only the personal satisfaction of helping others but also the potential financial benefits, including possible tax deductions. Words such as deduction, charitable giving, charitable contribution, charity, charitable tax deduction and rules for giving often come up in these discussions. Understanding these …

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flax seeds

From the birth of a child to a newfound charitable drive, these are the instances in which an alteration to your estate plan is critical. Read more

Can You Successfully Disinherit a Family Member

If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything? Read more

Navigating the complexities of estate planning is particularly crucial for those with substantial assets. High-net-worth individuals and families often face unique challenges in securing their legacy, managing estate taxes and ensuring that their wishes are honored. Understanding high-net-worth estate planning strategies can make a significant difference in preserving wealth for …

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There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options, like transfer on death. Read more

A living trust won’t be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider. Read more

You’ve likely heard your friends or family—or even the bank teller, at times—counsel you to add an adult child to your bank account. Read more

You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away? Read more

Can Dieting Slow Aging

Modestly reducing how many calories you consume each day might boost your muscle strength and help you live longer, according to recent research. Read more