Boost Your Estate Plan with the Power of Appointment
Navigating estate planning can be challenging due to the complexity of legal terms and the variety of documents involved. Understanding...
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Jul 30
Selecting the Best Distribution Method for Your Inheritance Plan
When I go through clients' estate documents, especially a will, I always check the Contingent Beneficiary Clause. This clause is crucial...
Jul 23
How to Retire Early with Health Insurance Advanced Premium Tax Credits
Imagine this: you and your spouse, both 60 years old, still working but dreaming of early retirement. You've saved well, and your...
Jul 16
Use These Gifting Strategies to Reduce Your Estate & Save on Taxes
Last week, Vitaly talked about the basics of gifting, including the types of gifts, how gifts are taxed, and some other important...
Jul 9
Things You Need to Know Before Making Charitable Gifts
Making gifts is as a powerful estate planning strategy but you need to know rules and concepts to minimize taxes and avoid penalties
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