Heirs

Money

Retiring Without Heirs: Four Options For Your Estate

Pam Krueger isn’t amassing a small fortune to leave to heirs. However, she does have a beloved niece and nephew…

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Money

Six Steps to Simplify Your Estate for Your Heirs

Financially successful people often focus on growing their wealth and legacy, using complex and diversified assets to do so. Ideally,…

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Money

Heirs Inheriting Crypto? Don’t Make It a Headache for Them

As cryptocurrency becomes an increasingly common part of personal wealth, it also introduces unique challenges to estate planning. Traditional tools,…

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