The term “estate planning” generally includes documents such as a Last Will & Testament, financial power of attorney, health care power of attorney and maybe a trust. However, to address the growing online presence of individuals...
Help your clients with this difficult conversation.
(Bloomberg) -- In the year that Donald Trump was transformed from a long-shot presidential candidate into the presumptive Republican nominee, he took on more debt and sold at least $50 million of stocks and bonds. At the same time, the value...
(Bloomberg) -- Retirement can seem like an abstract idea until we're alarmingly close to it. It's a little like dying—inevitable, but who wants to think about it. For that reason, many of us put off important moves that could...
A summary of charitable giving provisions in the Blueprint
On reaching retirement, several of your clients might have a defined benefit pension plan from which to draw. Often, a client can choose between transferring a lump sum amount to an IRA or taking periodic payments over a certain period of time...
What I’ve learned from my practice
A fix is needed. | Purestock/Thinkstock
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