房地产
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
物业管理101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A Primer on Irrevocable Life 保险 Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What's My Potential 房地产 税?
This calculator helps estimate your federal estate tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
物业管理101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Safeguard Your Digital 房地产
If you died, what would happen to your email archives, social profiles and online accounts?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
4 Elements of an 房地产 Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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