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Life insurance can be an extremely important part of a wealth management plan. But navigating the life insurance landscape can be tricky—and it’s easy to make costly mistakes. Understanding how a particular policy works to your benefit can be anything but transparent.

A growing number of affluent individuals and families want to make a major difference in the world by supporting causes and charities that are deeply meaningful to them. But they often don’t know how to maximize the impact of their philanthropy—or effectively balance their charitable desires with their financial needs and responsibilities.

Most of us create our wealth during our working lifetimes whether through consistent saving and investing, the sale of a business or sometimes through inheritance.

What if you could do well by doing good—using your wealth to help revitalize economically distressed communities and enjoying some impressive tax breaks for your efforts?

Raising kids can feel tougher than ever these days. But a little planning combined with the right action steps can help ensure that children get on the right path—and stay there.

Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.

Everyone wants their family members to be on the same page when it comes to the family’s financial values and goals. This report spells out one very effective method for achieving just that.

An umbrella policy can make sense for anyone with significant assets, but this key element of a wealth protection plan is often overlooked. This report sets out the case for this critical coverage

We all know how important our health is, but we don’t always make it a top priority. Given our very busy lives, it can be easy to set healthy choices and routines on the back burner, and wait until there’s a real problem before we give our health the attention it deserves.

By focusing on three main areas of estate planning—wills, trusts and fiduciaries—this report shows you how to get on track by making sure your estate plans are up to date and in accordance with your wishes.