Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.