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Stories by The


Financial Planning

Redefining Retirement and Rethinking Inheritance

Explore the transformative journey of retirees Kelly and Nigel Benthall, who redefine retirement by choosing adventure over traditional inheritance....

Financial Planning

Incentive Trust: What It Is, How It Works, Example

Explore the strategic benefits of incentive trusts for estate planning. Learn how these trusts can align heirs' behaviors with specific goals, like...