All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again
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The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is
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As a parent or grandparent, you know firsthand the challenges of funding a child’s education. The Free Application for Federal Student Aid (FAFSA) Act was
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Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others
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If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security
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As a parent or grandparent, you know firsthand the challenges of funding a child’s education. The Free Application for Federal Student Aid (FAFSA) Act was
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The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return
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When the economy is unpredictable, it can be tough to maintain a steady job. Making ends meet can become a full-time job all its own. But there are ways to ease
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When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?
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Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65.1
If
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