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"Stretch"-ing Your Wealth to Future Generations

You probably understand that an IRA can be an effective way to save for retirement. But did you know that it can also be an effective estate-planning tool, allowing you to transfer wealth to future generations while reducing, deferring, or even eliminating income taxes on your retirement savings. Transferring wealth with a multigenerational "stretch" IRA could be an ideal solution for you.
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What Are Your Rights as the Beneficiary of a Trust?

If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trust beneficiaries are usually entitled to income from the trust. The trustee who is in charge of the trust is responsible to make sure that assets from the trust are invested well and productively.
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Estate Planning Tips for Singles

Estate planning isn't just for rich, elderly people. Everyone needs to have a will and estate plan in place to provide for contingencies that may occur, and in the event of the individual's death, to dispose of his or her property, minimize estate taxes, and provide for loved ones.
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Six Tips for Managing an Inheritance

A sizeable inheritance can represent a life-changing opportunity. Here are six tips to help you prudently manage your windfall.
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The Estate Planning Benefits of Life Insurance

Life insurance is typically a critical element of a family's estate plan -- it may enhance the amount of wealth you can bequeath to your heirs and provide a ready source of cash for post-death financial obligations.
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Divorcing Later in Life? What to Know

Divorce can be a complicated and challenging process in which details are easily overlooked. It is important to know the laws that shape divorce proceedings and to understand the impact they have on your assets.
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