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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Shows how transfer-on-death designations help avoid probate costs.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Check the background of this financial professional on FINRA's BrokerCheck