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Category - Estate and Trusts
A Roth IRA Can Be a Good Estate Planning Tool
NEW!
Single Parents Have Unique Estate Planning Needs
NEW!
How to Set Up a College Savings Plan for a Grandchild
NEW!
New Life Expectancy Tables for Calculating RMDs
Saving for a Child's Future
Mentoring the Next Generation to Take Over the Family Business
Estate Planning After Remarriage
Three Tax-Friendly Strategies for Charitable Giving
Does Your Estate Plan Consider Income Taxes?
An Executor's Tax Responsibilities
Trusts: Another Corner of Your Estate Plan
More Than Taxes
Staying on Top of Digital Assets
Take the Pulse of Your Estate Plan
Gifts and Taxes: A Tutorial
Trusts - Many Types, Many Options
Life Insurance - Avoiding Taxes on the Proceeds
Are Trusts Just for the Ultra Wealthy?
A Roth IRA - Benefits for Your Beneficiaries