Successful Singles

You’ve worked your tail off. Maybe you’ve started your own business or broken the glass ceiling. Or, perhaps you’ve studied hard and are now a talented physician or professor. No matter what you do, you’re doing great, and your bank accounts show it. Of course, you can just leave all to chance and make no plan. But what if your wealth passes to your parents who don’t need it, only to be taxed when you die and again when they do? Maybe you’d rather take care of your nieces, nephews, or a favorite cousin. Or maybe you want half to go to your alma mater and half to the local hospital. Be clear and put it in writing. Let’s not forget how important it is to line up friends or family members to help you out if you can’t ...

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