Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
When do you need a will? The answer is easy: Right Now.
Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.