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How To Do Your Taxes Last Minute If You Filed an Extension

If you filed a tax extension for the 2020 tax year, your tax return will be due on Oct. 15 which means if you haven't started the process of filing yet, you need to get going ASAP. Did You.

TD Wealth Survey Finds COVID-19 Had Major Impact on Estate Planning

Nearly 90 Percent of Estate Planning Professionals Said Female Clients Faced Workforce-Related Impacts Due to COVID-19

Nearly 90 Percent of Estate Planning Professionals Said Female Clients Faced Workforce-Related Impacts Due to COVID-19

Nearly 90 Percent of Estate Planning Professionals Said Female Clients Faced Workforce-Related Impacts Due to COVID-19
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The Gates divorce: Lessons for financial advisers

The Gates divorce: Lessons for financial advisers Advisers should note that no matter how stable a relationship may seem, contingencies should be baked into estate and financial plans in case of divorce, especially for wealthy clients, experts say. May 6, 2021 5 MINS The divorce of Bill and Melinda Gates, the most prominent couple in technology, after 27 years of marriage, has drawn new attention to the lessons financial advisers can learn from watching the rich and famous divide their assets. The announcement Monday that the co-founder of Microsoft Corp. and his wife are splitting and the subsequent division of their diverse portfolio of business and real estate holdings could have implications for the technology industry. Details are scarce on how the situation will play out, but the couple does plan on remaining co-chairs and trustees of the Bill & Melinda Gates Foundation.

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