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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.
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.
How Can My Gift Benefit Me and the Charity?
How Can I Benefit from a Wealth Replacement Trust?
How Can a Living Trust Help Me Control My Estate?
Could My Family Benefit from a Family Limited Partnership?
Can I Benefit from an A-B Trust?
What Are the Pitfalls of Probate?
How Can I Benefit from a Charitable Lead Trust?
What Gifting Strategies Are Available to Me?
How Will I Pay Estate Taxes?
What Is the Best Form of Property Ownership for Me?
How Can I Build and Preserve My Estate?
What Is the History of the Federal Estate Tax?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Control the Distribution of My Estate?
What Key Estate Planning Tools Should I Know About?