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Things to Consider When Using Beneficiary or Transfer-on-Death Designations

Advisors often focus on big-picture and long-term planning. However, the devil is in the details, and even seemingly straightforward aspects of a plan—such as beneficiary designations—can have profound implications for our clients' financial objectives and legac...

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Is Outright Distribution the Right Choice for Your Clients?

An inheritance can be life-changing. Many younger Americans, stuck in a cycle of debt and rising costs, are anticipating their cut of the $84 trillion “Great Wealth Transfer”—a term financial experts use to describe the massive shift of wealth from older generat...

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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.

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