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Alternatives to Revocable Trusts
Published on August 21, 2026
TOD and POD designations may be better planning solutions
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Other news
Planning With Divorce in Mind
August 21, 2026
Drafting for flexibility is key
Kestra Affiliate Coastline Wealth Secures $100M in Financing
August 21, 2026
The New York advisory firm secured financing from Brightwood Capital Advisors while completing a dozen acquisitions to fuel its expansion strategy.