Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.