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Thirteen Estate Planning Terms You Need to Know

Thirteen Estate Planning Terms You Need to Know

Estate planning—it is a sacred and powerful tool, not just for the ultra wealthy or those thinking about retirement. It really is something every adult should do. It’s not just “estate planning.” It is life planning. It is being prepared for the unpredictable:...

Wealth Transfer Strategies to Consider Before 2020 Ends

Learn about the potential implications, and strategies available to offset risk. With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their...

Critical Preparation Guide: COVID-19

COVID-19 Preparation Guide Don't hesitate to ask for help:As you are sorting through the resources on our COVID-19 page, feel free to contact us with any questions or additional needs. As we urge you to prepare, we also want you to keep a positive mindset. Don't...