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Retirement

  • How Will Working Affect Social Security Benefits?
  • AI Tools Changing Retiree Entrepreneurship
  • How Retirement Spending Changes With Time
  • Caring for Aging Parents
  • Understanding Qualified Charitable Distributions
  • Women and Wealth: A Pivot Towards Retirement
  • Split Annuity Strategy
  • Roth IRA for Kids

Estate

  • A Brief History of Estate Taxes
  • And the Executor Is
  • 3 Estate Challenges for Blended Families
  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • Estate Management Checklist

Insurance

  • Social Media: #NewestBusinessLiabilityRisk
  • The Cost of Medical Care
  • The Value of Insuring Against Life’s Risks
  • Dog Bites Neighbor. Now What?
  • When Life Insurance Becomes Taxable
  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • What to Look for in an Extended-Care Policy
  • Inventorying Your Possessions
 
 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Contact

Partners Square, LLC

Office: (910) 679-8416

Fax: (910) 239-9129

219 Racine Drive

Suite A-1

Wilmington, NC 28403

Info@PartnersSquare.com

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