4 ways to improve your estate plan

Jamie Hopkins •
Forbes
4 Ways To Improve Your Estate Plan

Everyone’s heard the stories of celebrities who died without a proper estate plan in place. It’s been a hot topic in the last few years with Prince and Aretha Franklin serving as unfortunate faces of the phenomenon. But it’s not just freewheeling entertainers. Abraham Lincoln—a lawyer by trade—didn’t have one either, which leads me to

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The first thing to do if you want to have a baby, according to a financial planner

Anna Baluch •
Business Insider
The first thing to do if you want to have a baby, according to a financial planner

If you’d like to become a parent in the near future, there is one financial move you can’t afford not to make. According to Ryan Cole, certified financial planner and private wealth advisor in San Francisco, that move is buying life insurance. Generally, you need life insurance if someone else is depending on your income,

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Ten reasons why you need a trust

Christine Fletcher •
Forbes
Smiling adult sisters hanging out in kitchen eating lunch

Clients often ask, “Why do I need a trust?” This question comes up even more frequently since Congress passed the Tax Cuts and Jobs Act of 2017, which increased the federal estate tax exemption amount from approximately $5 million per person to $11 million per person or $22 million per couple. Those amounts are adjusted

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