Topics
Topic:
Estate Planning
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Estate Planning Essentials: Leveraging Strategic Tools for a Lasting Legacy
Creating a comprehensive financial plan isn’t just about maximizing returns or minimizing taxes—it’s about building a legacy that lasts for generations. At the core of any robust financial plan lies a strategic approach to estate planning, utilizing tools like Transfer on Death (TOD) designations, wills, trusts, and strategic account ownership structures. While we don’t draft…
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Navigating New Horizons: A Legal Professional’s Financial Guide to Major Career Transitions
You’ve worked through law school and various phases of professional development—climbing the ladder, so to speak. With your hard work paying off, you may be presented with opportunities to transition to a new firm or partner-level role—which can have a major impact on your finances. And as a legal professional, there are unique opportunities, structures, and…
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Why Tax Planning Matters
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. Here are a few key questions we are frequently asked on this subject: WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in…
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I Just Got Married, What’s Next?
Congratulations! For many people, getting married is a major life milestone. Did you know that there are some legal and financial changes that are required after marriage? While there is no one-size-fits-all approach, we have created a list of items for you and your spouse to discuss so you don’t have any unexpected surprises. Property…
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Understanding Estate Exemption Rules
Maintaining an updated estate plan is among the most important things you can do for your heirs. Thoughtful planning can minimize income, gift, and estate taxes. A good place to start is to understand the estate exemption rules. The federal estate exemption is the amount of assets the government allows you to have at death…
