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All
  • All
  • Asset Protection
  • Business Planning
  • Estate Planning
  • Probate
  • Uncategorized
Estate Planning

How Business Executives Can Set and Meet Their Estate Planning Goals 

As a business executive, you are used to strategizing and creating goals as part of your job. But have you devoted time to strategizing and ...
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Asset Protection

Three Important Concerns Self-Employed Individuals Should Address

Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the ...
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Estate Planning

Important Questions to Ask When Investing in a Vacation Property

According to the National Association of Home Builders, in 2018, there were approximately 7.5 million second homes, making up 5.5 percent of the total number ...
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Asset Protection

Qualified Personal Residence Trust: What Is It and When Should You Consider One?

Americans have enjoyed historically high estate tax exemption rates for most of the last twenty years. Such high exemption amounts have kept many of them ...
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Asset Protection

Beware of Unequal Contributions When Purchasing a House

At a time of record home unaffordability, more people are teaming up with friends and relatives to realize the home ownership dream. According to the ...
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Uncategorized

You Can Benefit from Giving Gifts

A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high-net-worth ...
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