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We’ve all heard the saying, “The only things certain in life are death and taxes.” But what’s truly unfortunate is there are taxes after death! However, there are some trusts that can reduce the tax liability for your beneficiaries. What is a generation-skipping...
Those who benefit from intergenerational wealth or achieve career success may have ownership over valuable resources. They need to plan carefully to pass those resources on to their chosen beneficiaries. Many people can achieve their legacy goals with a will, but...
If you are making an estate plan, a good place to start is by writing a will. This isn’t necessarily the only document you need—you may also use a power of attorney or set up a trust. However, a will is the foundation of the estate plan. Why is a will so important?...