How Can I Build and Preserve My Estate?
Building an estate can take years of diligent saving and investing. Once you have built up an estate, you’ll want to make sure that you preserve its value for your heirs. You can also add to or...
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Key Estate Planning Tools
By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools...
How Can a Living Trust Help My Estate?
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death...
What Cash Management Tools Are Available?
There are a number of short-term cash management instruments available to the individual establishing a sound cash management program. These alternatives include money market mutual funds, ...
How Can My Gift Benefit Me & the Charity?
You’re free to give almost any type of property to whatever organization you choose. But in order to retain the tax benefits associated with charitable giving, contributions need to be made...
How Can I Better Manage Short-Term Cash?
The most important attribute of a cash reserve is its availability in time of sudden need. And even though a federally insured savings account is considered one of the safest places to put...