The Shrinking Gift Tax Exemption: Going, Going, Gone!
Now that the year 2021 is quickly becoming a distant memory, it is time to write or update your financial ...
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Your Parents’ Estate Plan and How it Impacts You
Impact on Workload There are several ways in which your parents, or indeed, any family member's estate plan impacts you ...
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4 Ways to Avoid the Estate Tax for High Net Worth Families
Many high net worth individuals have worked very hard to accumulate wealth and build something of value that they can ...
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5 Tips to Avoid Probate
It may be a difficult subject to navigate, but when it comes to estate planning, there are certain steps you ...
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How the Proposed Tax Increase Reform May Affect You
During the week of September 12th this year, news began circulating of President Biden’s proposed tax increase to offset up ...
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All About a Business Succession Plan
As a business owner, you know that change is inevitable. From team members and company growth to overhead costs, consumer ...
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Estate Planning: Your Guide to See-Through Trusts
You are working hard - building wealth, utilizing retirement accounts, and maybe already talking with financial advisors. You have a ...
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Understanding How the 99.5% Act Affects You
On March 25, 2021, Senator Bernie Sanders and Senator Sheldon Whitehouse introduced the “For the 99.5 Percent Act” (referred to ...
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Post-Election Tax Strategies
Now that tax season is wrapping up, we can all take a deep breath. With the pandemic looming over all ...
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The Importance of a Business Succession Plan
It’s often difficult for us to think of the future as individuals, and even harder to think about it in ...
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