Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Leaving IRA Assets to Your Loved Ones

October 10, 2014 -

Consider these dos and don’ts as you formulate your estate plan


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How to Handle Beneficiary Designations

October 10, 2014 -

Tips for avoiding costly consequences


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5 Estate Planning Tasks You Should Not Put Off

April 1, 2014 -

Regardless of changing legislation, these estate planning tactics are timeless.


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Life Insurance Trusts

Transferring wealth to beneficiaries without income tax or estate tax


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An Estate Planning Overview

Determine beneficiaries and other provisions of your estate


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How Much Should Your Legacy Be?

August 6, 2013 -

Consider these important questions to construct a thoughtful estate plan


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