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Are Insurers Ready for Hurricane Milton?

Motley Fool Money

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Navigating Estate and Inheritance Taxes

This chapter explores the differences between estate taxes and inheritance taxes, detailing their assessment and implications for individuals. It offers strategies for minimizing tax liabilities through options like gifting and effective estate planning, as well as managing investments without a financial advisor. Additionally, the chapter addresses family-oriented financial strategies, including the use of 529 plans and unit-linked investment plans, emphasizing the importance of understanding fees and tax implications.

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