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Advice from Warren Buffett: Tell Your Kids About Your Will
April 25, 2025
Should you tell your children about your wealth and your estate plan? This is a common question, and the answer depends on the unique dynamics ...
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Empowering Women to Address Estate Planning Needs
March 26, 2025
March is International Women’s Month, and it’s a timely opportunity to remind women of the importance of their role in making financial decisions for their ...
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What’s New for 2025 with Inherited IRA 10-Year Rule
February 18, 2025
Starting in 2025, the Internal Revenue Service (IRS) is ending a grace period it allowed regarding taking mandatory withdrawals – or Required Minimum Distributions (RMDs) ...
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Act Now on Your 2025 Wealth Transfer Goals
January 23, 2025
The Tax Cuts and Jobs Act of 2017 contained wealth transfer tax provisions that have been highly beneficial to those who may have a taxable ...
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Holidays Can Spark Estate Planning Discussions
December 18, 2024
It’s the holidays, and you’re likely planning on spending time with friends and family as a part of your celebrations. While you’re all together, family ...
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Heirs and Beneficiaries: What is the Difference?
November 26, 2024
When a person dies, it’s common to casually refer to his or her survivors as ‘heirs.’ However, when it comes to determining a survivor’s legal ...
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BOI Reports Due 1/1/2025 for Most Small Business Owners
September 24, 2024
The Corporate Transparency Act (CTA) went into effect on January 1, 2024. The CTA aims to prevent individuals from maliciously and intentionally using U.S. entities ...
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Including Pets in Your Estate Plan
August 20, 2024
Pets provide companionship, devotion, and love, and many of us find great meaning and joy in sharing our lives with them. They truly are family ...
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