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Gift Giving the Tax-Free Way

Filed under Estate Planning Blog, Gifting | By

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Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many … Read More

Four Good Reasons Why Estate Planning Isn’t Just for the Rich

Filed under Estate Planning, Estate Planning Blog | By

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There is a common misconception that estate plans are only for the ultra-wealthy – the top 1 percent, 10%, or … Read More

How to Share Family History and Heirlooms Through Your Estate Plan

Filed under Estate Planning Blog, Gifting, Legacy Planning | By

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One of the most important aspects of your estate plan is – or at least should be – protecting and … Read More

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