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Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust
If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid
Safeguard Your Cryptocurrency Assets With Estate Planning
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How and When to Talk to Your Children About Money
Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether they’re little kids, tweens, teens,
Choosing the Right Life Insurance Policy
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How Will The New Tax Law Effect Your Family
President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the
Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)
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4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 2
Last week, we shared the first part of our series: 4 cryptocurrency risks and scams and how to navigate them. If you haven’t read it yet, you can
New Bill is Potential Game Changer for Your Family’s Tax Strategy
If you follow the mainstream or social media news, you likely know the new Republican tax bill, which recently passed both the House and Senate, is a potential
Pay For a Loved One’s Education With an Education Trust Fund
Pay For a Loved One's Education With an Education Trust Fund Today’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It