Financial Geekery

June 30, 2019

The estate tax isn't the only thing that can take a bite out of an inheritance!

May 19, 2019

Your estate plan is more than just your will. It's your plan for everything that will happen if you die or get incapacitated, which also includes your insurance and retirement plan beneficiaries, advance medical directives, powers of attorney, etc. So while your wi...

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November 22, 2019

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