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Understanding Estate Exemption Rules

At the beginning of 2013, Congress made the estate tax exemption permanent at $5 million per...
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529 ABLE Plans: Pros & Cons

529 ABLE plans are accounts that can be used to provide for a disabled beneficiary and can be a...
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Take Advantage of the Historically High Estate and Gift Tax Exemptions

Estate Planning Services Take Care of the People You LoveWith all the challenges 2020 has thrown at...
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Annual Gift Exclusion

Annual Gift Exclusion

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What are digital assets and do I need to include them in my estate plan?

How many password-protected accounts do you have? The current crisis we are all going through has...
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Just inherited an IRA? Take a moment to consider your options

Have you or will you inherit an IRA from someone that is not your spouse? This is not uncommon....
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Thoughts on Transferring Wealth to the Next Generation

Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about...
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Protecting Elderly Family Members – What Can You Do?

Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted...
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The Family Information Organizer

“There is in the act of preparing, the moment you start caring.” —Winston ChurchillA longtime...
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Intergenerational Planning: Time to Start Planting Seeds

It takes the average recipient of an inheritance 19 days until they buy a new...
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