Estate Planning

Do You Have An Estate Plan?

Estate Planning is of paramount importance when you expect to have remaining assets when you pass away and have family members, other individuals, or charitable causes that you wish to benefit from the property. However, people often ...

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Ensuring Fair Estate Division

I have four siblings. As part of a large family, I can imagine it required ongoing effort by my parents to ensure we were all treated fairly – even by Santa each year! Parents, as an estate planning objective, often want their children ...

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The Estate Protector

One thing apparent to me during my career working with clients is they often vastly overestimate (like my golf tee shots go 300 yards…) the amount of inheritance they expect to leave to family. It seems they forget, or are simply ...

Tax-Efficient Solutions For Excess Personal or Corporate Funds
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