Financial Planning
Equalizing Distributions to Children - Using a Will or Trust Equalization Clause
Equalizing Distributions to Children Using a Will or Trust Equalization Clause
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Financial Planning (12)
Financial Planning
Section 303 Stock Redemption Buy-Sell Agreement for Fortune 500 Employees and Retirees
Understand Section 303 stock redemptions in the context of closely-held corporations. Discover its role in estate planning and its tax implications...
Financial Planning
Lockheed Martin Pension Window: What You Need to Know
Lockheed Martin has introduced a unique opportunity offering employees and retirees the choice to receive a lump sum payment, marking a significant...
Financial Planning
AT&T Pension Plan
AT&T has a complicated history of breaking up and merging back together. In 1984 the giant corporation was split into regional telecommunications...
Financial Planning
College Cost Data Released for 2023-2024
Every year, the College Board releases new college cost data and trends in its annual report. The figures published are average cost figures based on...
Financial Planning
Market Month: October 2023
August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...