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2. Retirement vs. Estate Planning: Do You Really Know How They ...

   www.aol.com/retirement-vs-estate-planning-really...

   Estate planning is the process of arranging for the management and distribution of a person’s assets after death. The primary goals of estate planning are to ensure that your wishes are carried ...

3. Estate planning - Wikipedia

   en.wikipedia.org/wiki/Estate_planning

   Estate planning may involve a will, trusts, beneficiary designations, powers of appointment, property ownership (for example, joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gifts, and powers of attorney (specifically a durable financial power of attorney and a durable medical power of attorney).

4. Ask the experts: I just got married. What investing decisions ...

   www.aol.com/finance/ask-experts-just-got-married...

   Marriage introduces new dynamics to financial planning, from deciding whether to combine accounts to aligning on long-term goals. Addressing these questions early in your marriage can save time ...

5. What is a beneficiary? - AOL

   www.aol.com/finance/beneficiary-211500552.html

   Whether a certain account type may benefit a certain beneficiary more than another (for example, a Roth IRA provides special estate planning benefits, and retirement law provides more options to a ...

6. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family ...

7. Financial plan - Wikipedia

   en.wikipedia.org/wiki/Financial_plan

   When drafting a financial plan, the company should establish the planning horizon, [10] which is the time period of the plan, whether it be on a short-term (usually 12 months) or long-term (two to five years) basis. Also, the individual projects and investment proposals of each operational unit within the company should be totaled and treated ...