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2024 Year-End Tax Planning Strategies for Individuals
In October, we begin working on final income and tax projections for our clients and suggest strategies to help minimize their taxes...
Oct 15, 2024

Use Living Trust Sub-Trusts to Protect Your Family’s Legacy
A few weeks ago, I talked about Revocable Living Trusts (RLT), which are a core part of many estate plans. They’re designed to make the...
Oct 8, 2024

Social Security for Divorced Spouse: How and When to Claim
Did you know that you might be eligible for Social Security benefits based on your ex-spouse’s work history? If you were married for at...
Oct 1, 2024

Revocable Living Trust: Advantages and Disadvantages
"Isn’t a trust just for the wealthy?" That’s a common misconception I hear all the time, but here’s the truth: a Revocable Living Trust...
Sep 24, 2024

Why & How to Avoid Probate
Imagine this: your family, already dealing with their grief, now has to wait months or even years to receive their inheritance because...
Sep 17, 2024
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