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Welcome to our research center! We’ve put together a library of information on important financial topics that we believe you’ll find helpful.
Simply click on one of the general financial topics below and you’ll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
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What Gifting Strategies Are Available to Me?
There are a number of different gifting strategies available for …
What Is the History of the Federal Estate Tax?
The history of estate taxes in America has been a …
How Can I Build and Preserve My Estate?
Building an estate can take years of diligent saving and …
How Can I Control the Distribution of My Estate?
There are a number of ways your estate can be …
How Can a Living Trust Help Me Control My Estate?
Living trusts enable you to control the distribution of your …
What Are the Pitfalls of Probate?
Have you ever wondered what will happen to your estate …