Estate & Wealth Transfer Planning Insights

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The need for a will as a key component of your estate plan may seem obvious. You’d be surprised by the number of people — even affluent individuals…

Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the…

Valuation and estate planning go hand in hand. After all, the tax implications of various estate planning strategies depend on the value of your…

A generous gift and estate tax exemption means only a small percentage of families are currently subject to federal estate taxes. But it’s…

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer…

Given the escalating cost of health care, there may be a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account…

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