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Estate Planning Retirement

All About Trusts – How to Choose the Right Trust for Your Needs

When it comes to estate planning and wealth management, trusts are a powerful tool that can help you achieve a variety of goals, from avoiding..

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Frustrated retirement-aged woman struggling to figure out her estate plans
Estate Planning Managing your Wealth Retirement

What is a Corporate Trustee and Why on Earth Do I Need One?

If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have..

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Estate Planning Managing your Wealth Retirement

Securing Your Legacy: The Importance of Wills and Trusts

Creating a comprehensive estate plan is a critical step in ensuring that your wishes are honored, and your loved ones are protected. Two essential..

Read More

Estate Planning Managing your Wealth Retirement

The Power of a Lasting Gift: Why Charitable Giving Through Your Will is Essential

Including your favorite charities in your will is a wonderful way to leave a lasting impact and help make the world a better place for future..

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Couple on the beach
Retirement

The 4 Best Places to Retire in Florida

Year after year, Florida’s population continues to grow. Many people moving to the Sunshine State are retirees relocating for the reason behind the..

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Young woman helping older man navigate laptop
Managing your Wealth Retirement

Take a Strategic Approach to Your Retirement Planning Today

Thinking about retirement? The average retirement age in the United States, according to U.S. Census Bureau data, is 63 for women and 65 for men...

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Estate Planning, Retirement
10/23/24

All About Trusts – How to Choose the Right Trust for Your Needs


When it comes to estate planning and wealth management, trusts are a powerful tool that can help you achieve a variety of goals, from avoiding probate to protecting your assets from creditors. Trusts are legal structures that allow a third party, known as a trustee, to hold and manage assets on behalf of designated beneficiaries. Understanding the different types of trusts and the benefits they provide can help you make informed decisions about how to best manage and transfer your assets.

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Estate Planning, Managing your Wealth, Retirement
05/22/24

What is a Corporate Trustee and Why on Earth Do I Need One?

If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have lots of money, so I don’t need that.”If you did, you wouldn’t alone. Even the term, 'corporate trustee' seems a bit intimidating. Let’s dig into what a corporate trustee is and why, even without a huge bank account and a mansion, one may be exactly what you need.

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Estate Planning, Managing your Wealth, Retirement
06/2/23

Securing Your Legacy: The Importance of Wills and Trusts

Creating a comprehensive estate plan is a critical step in ensuring that your wishes are honored, and your loved ones are protected. Two essential components of any effective estate plan are wills and trusts. While both serve to distribute assets upon your passing, they possess distinct features and advantages. Let’s explore the importance of having wills and trusts and shed light on how they can provide peace of mind and financial security for you and your family.

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Estate Planning, Managing your Wealth, Retirement
03/13/23

The Power of a Lasting Gift: Why Charitable Giving Through Your Will is Essential

Including your favorite charities in your will is a wonderful way to leave a lasting impact and help make the world a better place for future generations. By designating a portion of your estate to charity, you can continue to support causes that matter to you long after you're gone.

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Retirement
01/6/22

The 4 Best Places to Retire in Florida

Year after year, Florida’s population continues to grow. Many people moving to the Sunshine State are retirees relocating for the reason behind the state’s nickname: There are over 230 days of sunshine a year, and even in the coldest months, the average daily temperature is 70 degrees or higher. The temperature rarely gets below 50 degrees.

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Managing your Wealth, Retirement
11/17/21

Take a Strategic Approach to Your Retirement Planning Today

Thinking about retirement? The average retirement age in the United States, according to U.S. Census Bureau data, is 63 for women and 65 for men. While you may not actually retire until your late 60s or 70s, you should start thinking about it as soon as you start working. Some experts suggest you start saving in your 20s, when you begin earning paychecks, because the sooner you begin saving, the more time your money has to grow.

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