Consider your trust options and legacy assets, and pick someone to help you with your financial decisions if need be.
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Taxes may not be due until spring, but it wouldn't hurt to do some reviewing and organizing now.
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Taking a hard look at things now can help you avoid problems down the road. Review your finances and consider your standard of living well before you stop working.
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Before tying the knot, certain matters need to be discussed. The money talk is just one of them.
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Not only can this fiduciary relationship allow greater privacy and provide tax benefits, but it can also help protect your family.
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Don't let these common misconceptions derail your future. Everyone is unique, as is every plan for the golden years.