Posted on: November 6, 2023
You can create your estate plan anytime, but many people choose to begin the process sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike that will require someone else to manage your affairs during your lifetime. When Should You Start Estate Planning? When to start planning for […]
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Posted on: November 5, 2023
In the bustling yet family-oriented landscape of Austin, Texas, the notion of estate planning often takes a traditional tint, envisaged through the lens of leaving a legacy for children and perhaps grandchildren. However, as the narrative of modern living unfolds, many individuals find themselves on a divergent path, where marriage and children are milestones yet […]
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Posted on: October 26, 2023
Dianne Feinstein, a notable political figure, has reportedly left her substantial real estate properties to the children of her billionaire husband. Despite ongoing disagreements among the heirs, they are slated to inherit these significant assets.
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Posted on: October 25, 2023
In the next decade, 15% of American adults expect to receive an inheritance, according to the latest findings from the New York Life Wealth Watch survey. However, they’re not all confident they’ll be able to manage the funds. On average, adults who expect to receive an inheritance anticipate receiving $740,000. However, just 42% feel very comfortable handling that new wealth.
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Posted on: October 24, 2023
While they may be enjoying a new surge of popularity, the concept of annuities dates back to early Rome, when citizens would make a lump-sum payment to a contract called an annua in exchange for income payments received once a year for the rest of their lives.
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Posted on: October 23, 2023
This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
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Posted on: October 22, 2023
While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
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Posted on: October 19, 2023
No matter how old you are, it's never too early or too late to begin thinking about your life insurance options.
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Posted on: October 18, 2023
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.
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