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10-21-importance-of-minor-guardianship-documents

Mother’s Day Tribute

Many people believe that estate planning is only for the particularly wealthy who have elaborate plans in mind for passing money to their heirs. Nothing could be further from the truth! Estate planning is for everyone who cares about the well-being of those they love and desires to make a difference in their lives after

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10-21-importance-of-minor-guardianship-documents

What Financial Advisors Must Know About the New $11.2 Million Estate Tax Exemption

As many financial advisors may know, the new Tax Cuts and Jobs Act raises the estate tax exemption to $11.2 million for singles and $22.4 million for married couples, both figures being about double what they previously were. For many Americans who previously were right on the cusp of being affected by the estate tax,

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