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Too Much of a Good Thing? What To Do If You Are Overinsured

Guess what? You may be sitting on life insurance you no longer need—a lot of it, potentially. With some digging and the right analysis, you could possibly free up significant sums of money. If you’re among the many who bought permanent life insurance for the purpose of one day paying estate taxes, this boost in the exemption could mean you won’t likely have an estate tax bill to pay. If so, you could find yourself with an insurance policy that has far more cash built up in it than necessary.

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Big Mistakes Executors Make—and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set up to do your job properly. The fact is, administering an estate comes with plenty of potential pitfalls that can threaten your loved one’s wealth—and your peace of mind.

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What's Your High-Net-Worth Personality?

As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with professionals who connect with you. Who relate to you. Who understand you well enough to really “get” what you want your money to accomplish and why. To get advice that works, it’s important to understand your own high-net-worth personality so you can select and work with advisors who are an ideal match.

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