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ARE YOU READY? |
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Is a trust on your planning agenda? If you are going to set up a living trust to help minimize probate or accomplish other planning goals, here are some of the questions you’ll need to answer. |
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Who uses the services of bank trust departments? |
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Some of your New Year’s resolutions may be to break a few of your bad habits and to take on some new, positive habits. If you’d like to improve your investing habits, setting up daily, monthly, and yearly routines may help. |
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Donating appreciated assets outright is only one strategy available for obtaining a charitable deduction and avoiding capital gains tax. Another strategy worth considering is the transfer of assets into a charitable remainder trust (CRT) |
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It should come as no surprise that, in general, people are not feeling good about their prospects for retirement. The 2009 Retirement Confidence Surv |
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Curses! Your Retirement Plans Thwarted |
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A Bountiful Harvest |
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Generosity and a desire to help the less fortunate are undoubtedly important factors behind most charitable giving. However, these are often not the only factors. Certainly, many contributors are motivated in large part by the tax advantages associated with the making of charitable gifts. |
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Switching to "safe" investments at retirement and living off the resulting income has long been the conventional investment wisdom for retirees. Certainly, it is hard to quarrel with the underlying objective of generating a steady income from stable investments |
