If you’ve 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. Here’s what we think you should consider as you decide: First, consider whether
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You might think only the super wealthy need to worry about asset protection planning, but if you don’t have millions, you may be at even greater risk. For example, if you are a multi-millionaire, a $50,000 judgment against you might not be
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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 your partners, team members, and clients. Properly planning what would happen
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If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big honor—this means they consider you among the most honest, reliable, and responsible people they know.
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