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When you’re running and growing a business, it may seem impossible to find the time to think about and create a business succession plan. Chris Plagge, director of tax and business services, helps you make sense of all the moving parts in his latest blog post.

Benjamin Franklin’s famous quote, “Nothing is certain except death and taxes,” still rings true today. In fact, both death and taxes come into play when applied to the federal estate tax. In this blog post, Mary Beth Brummond outlines how the election may affect estate tax legislation.

Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.

Event Driven investment strategies trade around corporate events, such as mergers and acquisitions, bankruptcies, or SPACS, that create temporary pricing inefficiencies within markets. Learn more about these investment strategies.

In this recorded webinar, Kevin Kingston and Christopher Ruedi reviews costs, benefits, drawbacks, and alternatives to long-term care insurance.

Some investors have been spooked by the growing U.S. deficit and the potential for a weaker U.S. dollar. But if we peel back the layers and dive into the evidence, we believe diversified investors have less to fear.

You may be wondering how to re-create a paycheck during retirement. Financial advisor Casey Christianson suggests you take a lesson from endurance runners when preparing for life’s next chapter.

Will the winners of November’s U.S. elections influence future stock market returns? Or should investors cut off the mic on the political talk over the next month? Investment perspective about politics, asset class performance, re-openings, and more in this month’s MarketWise.

With a presidential election on the horizon, it’s important to examine how Biden’s tax proposal may affect America’s top earners. Financial advisor Justin Smith takes a high-level look at Biden’s tax proposal to give you a concise overview.

Although the story about the Greek hero Odysseus was written long ago, it has valuable lessons about the markets. Find out more in this blog post by Ed Cruickshank.

In today’s environment, it’s critical to make sure that the health care directives in your estate plan are up-to-date and complete. Dom Parillo talks about your power of attorney for health care and why it’s important.

It’s election season and some pundits are broadcasting their outlook for the markets based on a Republican or Democratic White House. Are markets really affected by election results? Danny Noonan addresses this question in his latest blog post.