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Luxury home: Tax Savings With Smart Estate Planning

TAX SAVINGS WITH SMART Estate Planning

Posted on: October 9, 2023
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
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Revocable Trusts Make Sense for Retirees

Revocable Trusts Make Sense for Retirees

Posted on: October 8, 2023
If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.
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Silhouette of woman and bike: What Should I Do to Maintain Healthy Blood Pressure?

What Should I Do to Maintain Healthy Blood Pressure?

Posted on: October 5, 2023
High blood pressure (hypertension) is a health condition that puts you at a greater risk of having a heart attack or stroke. That risk only increases with age. Changing your diet and getting regular exercise can make a big difference.
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Gelato display case: Do You Need a Will or Trusts or Both?

Do You Need a Will or Trusts or Both?

Posted on: October 4, 2023
A traditional will could be the simplest but not necessarily the best way to pass on your legacy.
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Peaceful beach: Should I Have an Annuity?

Should I Have an Annuity?

Posted on: October 3, 2023
A steady stream of income can give retirees worried about stock market downturns a reassuring sense of stability.
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Swedish Cityscape: Swedish Death Cleaning

Swedish Death Cleaning

Posted on: October 2, 2023
How much stuff is too much? Most Americans would probably admit that they own too many things. From clothes to electronics to sports equipment to collectibles, we tend to stuff our houses to the brim with items of questionable utility. Occasionally, we may commit to decluttering, only to get overwhelmed or distracted. Meanwhile, the stuff […]
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Duplex: Economic and Legal Considerations for Short-Term Rental Businesses

Economic and Legal Considerations for Short-Term Rental Businesses

Posted on: October 1, 2023
Platforms such as Airbnb and VRBO have disrupted an industry once dominated by hotels and resorts, allowing individuals to open their homes and residential properties to travelers. The boom in short-term rentals has created new opportunities for investors who want to buy income-generating property. Nightly, weekly, and monthly rentals appeal to business and leisure travelers. […]
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musee picasso: The Picasso Estate A Cautionary Tale in Estate Planning

The Picasso Estate: A Cautionary Tale in Estate Planning

Posted on: September 28, 2023
The management of one of the world's most valuable art collections has now been passed to Paloma Ruiz Picasso, the last of Pablo Picasso's four children.
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The Importance of Flexibility in Estate Planning Lessons from the Barnes Foundation

The Importance of Flexibility in Estate Planning: Lessons from the Barnes Foundation

Posted on: September 27, 2023
Estate planning is critical to securing your financial legacy and ensuring that your wishes are honored after your passing. However, a rigid or overly detailed estate plan can lead to unintended consequences. A case in point is the ongoing saga of the Barnes Foundation, as highlighted in a recent Forbes article. In this blog post, […]
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