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Estate planning is the most important thing you can do to make sure everything you own is handled exactly how you want after you pass. But what is an estate exactly, and what does your estate encompass? Let’s break down the details.
Legacy Issues Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security...
Tax Burden Shifts in Divorces The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after Dec. 31, 2018,...
Many people think life insurance is only for young couples. While a life insurance policy is an important vehicle to help protect a young family’s financial future should...
Family Business Considerations Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous...
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