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Survey Highlights Inheritance Expectation Gap

Many older adults plan to pass on their hard-earned assets to their children. In fact, trillions of dollars are expected to be passed down from Baby Boomers to future generations over the next few decades as part of the so-called…

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Purpose of this image: support article on learning how to include a vacation home in the estate planning. Image: wooden cabin nestled on the top on a hill surrounded by green forage. In the background is a a body of water and mountains.

Estate Planning for a Vacation Home

If you are fortunate enough to own a vacation home, you need to figure out what will happen to it after you are gone. Many people in this situation hope to keep vacation homes in the family. Guaranteeing that can…

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Woman holding our money . Money is placed in a fanning position displaying all of the 100 dollar bills. The woman is blurred in the background

Can Money Buy Happiness? Actually, It Depends

Does having more money lead to greater happiness? Some people will say yes, and others will say no. The answer is actually more nuanced. The effect income has on happiness can vary greatly depending on factors such as how much…

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Estate Planning for Blended Families

Estate planning is crucial for any family, but it becomes even more vital when it comes to blended families. Blended families, where one or both spouses have children from previous marriages, face unique challenges. Ensuring fair and equitable distribution of…

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