Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
Probate can be a completely public process, or it can be managed to include as little information as possible.
Now’s a great opportunity to help kids learn about the value of money. Not just that it’s useful or necessary—but how we get it and how to maximize its value.