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Appointing Your Legacy: A Guide to Using a General Power of Appointment Trust to Protect Your Spouse
Through sickness and health, thick and thin, you and your spouse have been there for each other. You may even ...
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Maximize Tax Benefits and Protect Your Spouse with a Qualified Terminable Interest Property Trust
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time high of $6.4 billion spent on jewelry.[1] Yet ...
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Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust
February, the month of love, is the perfect time to show your loved ones that you care about their financial ...
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Why You Need to Worry About Incapacity Planning
Death is the elephant in the room when we talk about estate planning. We often use phrases like pass away ...
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Whom Do You Trust to Make Your Financial Decisions?
You wake up and check your investments over a cup of coffee. That tech stock you have been eyeing continues ...
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Whom Do You Trust to Make Your Medical Decisions?
It might be a stretch to say that if you have your health, you have everything. However, to some people, ...
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