Estate Planning

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Often Overlooked Estate Planning Details

Even though the Tax Cuts and Jobs Act of 2017 resulted in fewer families being subjected to estate tax, estate ...

401k contributions

What is a Revocable Trust?

A Revocable Trust – sometimes referred to as a “Living Trust” – is a lifetime trust that can be amended ...

end life planning

The Basics of Estate Planning

Lifetime and testamentary planning Contrary to popular belief, estate planning typically involves more than just signing a Will. It generally ...