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Smart Ways To Handle Your Inheritance
Just got an inheritance? Learn the smart ways to handle an inheritance and the financial planning steps you can take to make the most of your money.
Is A Trust Right For You?
A Trust isn’t only for people with a lot of money. It's for anyone who wants to leave behind assets for their loved ones.
Should You Have A Revocable Living Trust? The Pros And...
While a Revocable Living Trust is a great option for many of us, I want you to also be aware of its pros and cons before you jump in.
Understanding Living Trusts
Check this out: living trusts offer lots of flexibility as far as what you choose to fund it with and when. That's just one advantage...
Should You Set Up A Charitable Trust?
The opportunity to set up a charitable trust fund gives you a lot of advantages. Here's how to know if it's right for you.