December 27, 2024

When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset ownership influences aid eligibility,

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December 20, 2024

If you or your family members hold crypto assets, there’s a critical change coming up that you may want to act on by December 31, 2024. Let’s break down what’s changing and

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December 20, 2024

The end of the year can feel overwhelming, but it’s also a time to set yourself up for credits and deductions that can put real money back in your pocket come tax

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December 13, 2024

The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating

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December 6, 2024

When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These

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