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Toll Free : 866-591-4451
Leaving investment properties to your children might seem like a good idea, but there are several factors to consider before making this decision. Estate planning is about more than just passing on wealth—it's also about ensuring that your legacy benefits your loved...
Estate taxes can take a significant portion of an estate, leaving heirs with less than expected. A well-structured life insurance policy can help cover these tax obligations, ensuring beneficiaries receive the assets intended for them. Understanding how to use life...
Setting up a trust is a crucial step in estate planning, providing you with control over your assets no matter what life throws your way. If you have taken the time to set up a trust, you have already made a significant investment in your future and your family’s...
When planning for the future, trusts can be a powerful tool for managing assets. Directed trusts and traditional trusts are two common types that serve different needs. Understanding how they differ can help in choosing the right approach for specific goals. What is a...
The Secure Act 2.0 made big changes to retirement accounts that affect how people handle inherited accounts. If you inherit a retirement account, you need to understand the new rules. Executors and heirs must stay aware of these changes to follow the rules correctly....
