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Financial Habits to Take Control of Your Money

Take control of your money by learning financial habits like manage your debt, live within your means and know where your money is invested.

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Dividing Your Estate Unequally Between Children

You've done well. You are ready to set the next generation up for success with the fruits of your labor. One way you are doing that is through your estate plan – what you want to happen when you...

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Should You Bother With A Safety Deposit Box?

How many of you have a safety deposit box? With the cost and inconvenience, should you even bother with a safety deposit box?

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Is it really possible to die broke?

Is it better to die broke or die with too much money? Is it better to give with a warm hand or a cold hand? How do you deal with these estate planning dilemmas?

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Leaving money to a charity through your estate

Giving money to charity through your estate can be good for the soul, the community and the pocketbook. Here's how to give to charity in your Will.

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How to minimize tax on the estate

There are a number of ways to minimize tax on an estate despite the constant fear of paying too much tax.

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Formalize your loans to children

Parents loan money to children to help with education, buying a home, or starting a business.

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Are You Sure Your Life Insurance Beneficiary Designations Are Set Up Properly?

Don’t let your family be torn apart or an old ex have the last laugh. Update your life insurance beneficiary designations today.

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Are You Counting On An Inheritance?

Many boomers are not well prepared for their own retirements and are expecting an inheritance windfall to reduce their debts and provide an income.

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How to Create a Low-Cost Will

Far too many people think creating a will is too expensive. That’s a huge mistake. See how you can create a low-cost will and protect your estate.

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