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wealth management
Trending

10.09.20

Metrics for Evaluating Institutional Health

wealth management
Trusts And Estates

08.31.20

Should I create a trust?

wealth management
Trending

07.29.20

NP Connects: Liquidity options for middle market companies

wealth management
Trusts And Estates

11.19.19

Advanced care planning can’t start too soon

  • 05.30.19

    What estate planning attorneys “need to know” about family...

    When Tom Petty died at the age of 66 from an accidental overdose, he had been considered a success story in the realm of celebrity estate planning as he had a full plan in place at his death. Recent litigation, however, is calling into question how successful his planning was when it comes to family dynamics.

    Category Trusts And Estates

  • 05.23.19

    Charitable giving

    There are numerous ways you can choose to benefit a charity. As you determine what charity you would like to benefit, here are a few options on how to achieve your charitable giving goals.

    Category Trusts And Estates

  • 05.17.19

    Non-spouse IRA beneficiaries: how to avoid common mistakes

    The rationale behind establishing an IRA may be quite simple; however, the rules for inheriting and distributing the IRA benefits upon the owner’s death are anything but. Therefore, understanding the rules governing IRA inheritances, for an IRA owner as well as the named beneficiary, is critical to avoid any unintended consequences, including paying higher taxes or forfeiting asset growth.

    Category Trusts And Estates