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Steps to Estate Planning Success

Here are six steps to estate planning success.

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Location, Location, Location: The Premium Parents Pay for Top Schools

In much of the United States, the public school that a child is allowed to attend is determined by the location of the family’s residence.

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Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

Defensive investment strategies have a goal in common — to help a portfolio better weather an economic downturn and/or bouts of market volatility.

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Should I make tuition payments directly to my grandchild’s college or should I contribute to a 529 plan instead?

Direct payment of tuition to an educational institution is not considered a taxable gift.

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Estate Planning: An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.

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