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Gifts of Money Planning monetary gifts carefully can help minimize possible gift tax, estate tax, and income tax consequences and maximize potential tax benefits. In ...

Tax season is over, but you may still have questions about taxes that affect estates and estate planning, including gift taxes, estate taxes, and income ...

Love is in the air, and many couples are anticipating and planning summer weddings. While it may not seem like the most romantic topic, estate ...

Now that 2024 is in full swing, it’s time to make sure you’re discussing the latest developments in estate planning with your attorney to ensure ...

The new year is a good time to make sure your household affairs are in good order. Revisiting your estate planning documents should be on ...

If you’re just starting the estate planning process, this worksheet may be useful as you prepare to meet with an estate planning attorney. Items to ...

A Revocable Living Trust, often called a “Living Trust,” can be a beneficial estate planning tool for a variety of reasons. Often, a person will ...

How do you want to be remembered? Do you want to leave a legacy that transcends the assets you leave behind? When it comes to ...