My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly if they already have enough
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One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy. True, estates over $5.45
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Sometimes those we love need financial help. Life can throw us curveballs and having friends and family to support us is a wonderful thing. But
Recently I wrote about managing sudden wealth – namely, an inheritance. While not everyone will be the heir to a sizable estate or be lucky enough to hit the
Financial plans tend to change when a client receives an inheritance. For some, they knew the passing of a loved one would mean an influx of wealth. For others