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Four Essentials of Estate Planning
Estate planning is the process of preparing for the distribution and management of your assets during life and upon your death. It is a strategic process designed to ensure that loved ones are financially independent even in one’s absence. Here are four essentials included in estate planning. 1. The Will The will is the cornerstone of estate planning. This legal
Holiday Giving That Gives Back: Tax-Smart Charitable Strategies
During the holiday season, the spirit of giving is in the air. It’s a time to share gifts with friends and family, as well as aid those less fortunate. Charitable contributions not only provide a positive social impact, but they can also offer significant tax benefits. Let’s explore a few tax-smart charitable strategies that make your holiday giving even more
Year-End Life Insurance Checkup: The Four Factor Test
Just as you schedule an annual health or car maintenance checkup, a year-end life insurance checkup is equally crucial. It serves as an opportunity to review your policy, adjust the coverage if necessary. Additionally, ensure that it aligns with your current needs and future objectives.
