Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.