Grandkids are a joyful part of life. They also can, and should, be part of your overall financial plan. Senior client service manager and chief investment officer Anthony Criscuolo walks listeners through the practical side of offering financial support to your grandchildren in the most effective ways possible.
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Vice president David Walters dispels the myth that estate planning is only for the very wealthy or very old. Discover who needs to pay estate taxes; some dos and don’ts of designating executors or trustees; the pitfalls of “sweetheart” wills; and much more.
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Get to know Palisades Hudson accountant Victoria Dubuc in this brief interview.
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EVP/COO Shomari Hearn discusses tricky decisions about how best to assist or support adult children or grandchildren; ways to prepare family members who might receive significant assets after your death; the pros and cons of intrafamily loans; and much more.
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Thanks to the ubiquity of modern databases and the marketing efficiency of health insurers, beneficiaries and beneficiaries-to-be find themselves inundated with advertisements for all-inclusive health plans that are pitched as “better” than Medicare. It sounds so good that there has to be a catch, right?
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