estate planning

Advisor-Friendly Trusts: A Strategic Asset in Financial Planning

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Key TakeawaysTable of ContentsUnderstanding Advisor-Friendly TrustsAdvisor-friendly trusts give financial advisors the unique opportunity to remain at the helm of a client’s investment management, while allowing a corporate trustee to handle crucial trust administration responsibilities. These trusts bridge the gap between expert asset management and the specialized, fiduciary support necessary for long-term estate planning. For more […]

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Think Your Kids Get Everything When You Die? Think Again!

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Many believe their kids will automatically inherit everything when they pass away, but outdated wills, debts, taxes, and legal claims can complicate things.Imagine this: after building your assets, your kids face legal battles or claims from distant relatives after you’re gone. Instead of inheriting smoothly, they could deal with delays, extra costs, or nothing.But don’t

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Top 5 Financial Mistakes to Avoid for Aberdeen Retirees

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Retirement means a different chapter of life for most of us. During the time of preparation, almost all the retirees assume signing off from work would give them a comfortable and joyful life thereafter. But the nightmares of uncertainties arising out of monetary distress deprive you of sound sleep. So, it has become extremely important

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