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Federal Estate Tax

Estate Plan can Ease Anxiety and Confirm Legacy

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs. Read more

Estate Planning Myths Debunked

In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families. Read more

Estate Tax Exemption Planning

Clients with sufficient wealth to leave them exposed to future estate tax burdens need to understand that the time to act on the generous estate tax exemption established in 2017 by the Tax Cuts and Jobs Act is now—not when the expanded exemption sunsets the end of 2025. Read more

Estate Taxes

Knowing the tax rules can help you pass on more of your money to your loved ones while minimizing taxes. Read more