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Articles

• Estates & Trusts
  Charitable Lead Trusts
  Controlling the Distribution
  Charitable Giving
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  What Key Estate Planning Tools Should I Know About?
  Paying Estate Taxes
  History of the Federal Estate Tax
  Avoiding Probate
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  Benefits of A-B Trusts
  Gifting Strategies
• Retirement
  Save Now or Save Later
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  Managing Retirement Plans
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• Risk Management
  Split-Dollar Life Insurance
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  Assessing Disability Income Insurance
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  Last-Survivor Life Insurance
• Cash Management
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• Investing
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  What Is a Bond Ladder?
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  Dollar-Cost Averaging
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• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  Tax-Advantaged Alternatives
  Tax-Free Investments
  What Is Tax Deferral?

Resources

Tax Library

Videos

• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• The Basics of Social Security Retirement Benefits
• Stocks and Stock Mutual Funds 101
• The Latte Habit
• 3 Potential Benefits of Dollar-Cost Averaging
• Bonds and Bond Mutual Funds 101
• Financial Planning: Helping You See the Big Picture
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Putting Together the Retirement Income Puzzle