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Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
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Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.
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A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
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Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
