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Mastering the Art of Tax-Free Family Gifting
When people contemplate estate planning, the focus often shifts to posthumous wealth transfer, aiming to spare loved ones from unexpected...
Feb 29, 20242 min read


Lifetime Gifting & Estate Tax
There are many reasons why estate planning is essential. However, one of the main reasons we call out in that article is the idea of...
Mar 30, 20233 min read


Estate Planning for Millennials
One interesting thing that has come out of the pandemic is an increase in estate planning for Millennials. Young people across the...
Mar 30, 20233 min read

Pour-Over Will: 5 Things to Know
A pour-over will is a great legal tool to ensure your assets go to those you love when you pass away. Unfortunately, they aren’t talked...
Mar 30, 20233 min read

How Is Your Trust Taxed?
Are trust funds taxed? If so, how do trust taxes work? There must be some kind of advantage to passing down your assets via trusts...
Nov 27, 20213 min read

5 Myths about Wills
Writing a will is something a lot more Americans should do. To explain why, let’s bust 5 myths about wills so we can turn around the...
Oct 25, 20213 min read

Why You're Not Too Young to Have a Will
You’re not too young to have a will. Here are a few reasons why we feel confident saying that. Reason 1: You Are Not Immortal If the last...
Sep 24, 20213 min read

In What Situations Can I Contest a Trust?
A great trust can change the lives of its beneficiaries forever. On the other hand, if the trust is likely invalid, it might make sense...
Jul 16, 20213 min read

Should You Have an ABC Trust?
In estate planning, there are several different types of trusts. One type is called an ABC Trust. Married couples can make use of an ABC...
Mar 30, 20213 min read

What is a Power of Attorney?
A power of attorney is one of the most important legal documents you can put together. Here we will review what a power of attorney is,...
Feb 25, 20212 min read
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