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The Flexibility of a Sprinkling Trust

Mark Oller |
Wealth Planning

One estate planning option to help reduce your taxable estate and protect assets for beneficiaries.    A discretionary sprinkling trust is designed to provide distributions to those beneficiaries who need them the most. The trustee is given the discretion to “sprinkle” income and/or principal among several beneficiaries or to let it accumulate in the trust. Because

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Is Your Valued Collection Fully Protected?

David L. Noto |
Wealth Planning

Collectibles insurance can help protect your valuable treasures against loss, theft, or damage. Even for collectors with the best of intentions, insurance can be an afterthought. Collectibles insurance, known as a valuable articles policy, can be designed to insure any valuable collection up to its replacement value. Securing the correct policy and keeping your appraisals

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The Importance of a Well-Diversified Portfolio

Investment Management

This investment insight discusses why a diversified portfolio is your best defense against changing market conditions. Smart ways to buffer portfolios against the slings and arrows of market upheaval are to properly diversify and maintain an investment discipline. The asset classes in your portfolio should reflect your objectives, risk tolerance, and investment time horizon. A

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