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Guide to Required Minimum Distributions (RMDs) As you approach retirement and begin to take distributions from your retirement accounts, it’s essential to understand Required Minimum Distributions (RMDs). These are mandatory withdrawals that the...
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Understanding UTMA and UGMA Accounts The Uniform Transfers to Minors Act (UTMA) and the Uniform Gifts to Minors Act (UGMA) provide ways for adults to transfer assets to a minor without creating a formal trust. These accounts are designed to simpl...
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Staying Safe from Cyber Threats: What You Need to Know At Financial Gravity, your security is our top priority. As part of our commitment to helping you protect your sensitive information, we want to keep you alert to the possibility of spam, ph...
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Completing Your DocuSign Account Packet A Step-by-Step Guide Setting up a new investment account involves several important documents and signatures to ensure everything is compliant and aligned with your goals. In this guide, we’ll walk you thr...
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When Trusts Go Wrong Most people set up a trust to leave a legacy that will live on after they’re gone. Often, it’s to maintain and grow family wealth across multiple generations or to support a charity. However, things can go awry for vari...
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Is a Trust Right For You? A trust may be the best vehicle to ensure your legacy, meaning naming trustees. You'll want your trustee to provide three essential values: neutrality, expertise, and continuity. Neutrality is needed to provide str...
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The Big 3 When Naming a Trustee To ensure your legacy, you’ll want your trustee to provide three essential values: neutrality, expertise, and continuity. Neutrality is needed to provide strict conformance with the trust’s objectives, expert...
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How Life Insurance Can Amplify Your Legacy's Impact Many advisors overlook the power of life insurance strategies to preserve their client’s wealth and extend their legacy. Structured properly, a life insurance contract can not only protect...
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10 Reasons for a Third-Party Trustee Expertise in trust administration. Third-party trustees, such as professional fiduciaries or trust companies, have the expertise to navigate the complexities of trust administration. This ensures comp...
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Shirtsleeves to Shirtsleeves in Three Generations That subject line is an old saying that describes what so often happens to family wealth. But that does not have to happen to your family. The right trust strategy can help you create a last...