Digital Estate Planning
I am a big fan of Google, and whenever they ask me to review my account information, they win me over again.
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Legacy Planning Part III
This is the third installment in a three part series about legacy planning.
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Qualified Charitable Distributions
By Seth Meisler, CFA, CPA/PFS, CFP®
"The hardest thing in the world to understand is the income tax."
- Albert Einstein
Legacy Planning Pt. 2 - Ethical Wills
The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan.
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Legacy Planning — The overlooked tool for leaving more than you thought possible
This is the first in a series of articles about legacy planning.
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