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Estate Planning

4 Ways to Protect Your Inheritance from Taxes
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4 Ways to Protect Your Inheritance from Taxes

By TurboTax
Income Tax Lead
TAXES

17 Last-Minute Tax Tips From Top Tax Pros

By Julie Bennett Iannuzzi and Zach Faulds
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The Gift Tax Made Simple

By TurboTax
Thanksgiving Dinner Is a Perfect Time to Discuss Estate Plans
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Navigating Family Trusts and Taxes

By TurboTax
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PERSONAL FINANCE

How to Prepare, Organize and Store Estate-Planning Documents

By Jeanette Pavini
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PERSONAL FINANCE

What You Should Know Before Buying a Life Insurance Policy

By Jeanette Pavini
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PERSONAL FINANCE

The Executor’s Checklist

By Robert Powell
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RETIREMENT

A Boomer’s Guide to Divorce, Remarriage, and Prenuptial Agreements

By Robert Powell
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Financial Advisor Center

Too Early to Tweak Portfolios for Capital Gains Tax Changes

By Robert Powell
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PERSONAL FINANCE

What Retirement Savers Need to Know About Capital Gains Tax Changes

By Robert Powell
Health Insurance Covid-19 Lead
PERSONAL FINANCE

Estate Planning Changes During the COVID Pandemic

By Robert Powell
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PERSONAL FINANCE

Should You Be the Executor of an Estate? Maybe Not

By NerdWallet
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PERSONAL FINANCE

Here’s a Great Gift Idea That Can Also Give You a Tax Benefit

By NerdWallet
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PERSONAL FINANCE

Can You Transfer Points and Miles When Someone Dies?

By NerdWallet
Reviewing Common Financial Planning Mistakes Made by Investors
PERSONAL FINANCE

Year-end Financial and Retirement Planning Tips

By Robert Powell
Retirement Advice - It's Actually Better to Work Longer Than To Save More
Financial Advisor Center

Inheritance Planning Strategies for Advisers and Clients

By Roger Wohlner
Marriage Benefits
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Getting Married? Learn About 7 Tax Advantages

By TurboTax
Financial Advisor
Financial Advisor Center

Year-End Planning Issues for Investors and Advisers

By Roger Wohlner
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Financial Advisor Center

How Financial Advisers Can Be Ready for the Next Generation

By Roger Wohlner
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PERSONAL FINANCE

Life Changes Fast: The Importance of Estate Planning and Health Care Directives

By Jeanette Pavini
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PERSONAL FINANCE

Quit Stalling and Write a Will. These Tips Can Help You Get It Done

By NerdWallet
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Financial Advisor Center

Estate Planning Is not Just for the Wealthy

By Roger Wohlner
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PERSONAL FINANCE

If You Think Your Kids Want Your Stuff, Think Again

By NerdWallet
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PERSONAL FINANCE

How to Safely Organize Important Documents—and How Long to Keep Them

By NerdWallet