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Spotlights » Getting Started With Estate Planning

March 26, 2019 | Estate Planning

Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M

October 04, 2018 | Estate Planning

Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » Estate Planning Missteps of the Rich and Famous

February 26, 2018 | Estate Planning

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish …

Endowments & Foundations » Charitable Giving in a Low Interest Rate Environment

March 12, 2014 | Fundraising

Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …

Library » Should I Set Up a Revocable Trust Structure as the Primary Distribution Method of My Estate?

January 09, 2014 | Estate Planning

When having an estate plan prepared, individuals generally either have a Will prepared, which directs the distribution of their estate after their death, or they have a Revocable Trust prepared, which is combined with a simple Pour-Over Will that directs everything in the estate into the Trust, …


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