Tax-Deferred Plans

Nov 4, 20163 min read

Trusts from A to Z

Many folks assume that trust funds are only for the rich, however, people in all types of economic circumstances may see a benefit from...

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Oct 14, 20162 min read

Proposed Regs Aim to Place Restrictions on Valuation Discount Planning

According to the regulations.gov post “Estate, Gift, and Generation-skipping Transfer Taxes: Restrictions on Liquidation of an Interest,”...

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Oct 12, 20162 min read

Secure Intellectual Property Rights for Your Estate

Are you an inventor, an author, artist or the owner of a closely held business? If so, you may have already taken action to secure your...

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Oct 10, 20163 min read

The Do-It-Yourself Will Can Be a Bargain or a Bust

A majority of Americans (about 66%) don’t have a written will, and for most, it’s something they’ve postponed until later. It’s natural...

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Sep 30, 20162 min read

Make Lower RMDs When Your Retire

Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...

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