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Checklist for What to Do When Someone Dies
July 19, 2023
When someone dies, there are many tasks to complete. Some are practical, such as notifying friends and family and making burial arrangements; others involve starting ...
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Gifting Assets to Others
May 8, 2023
People often like to gift assets to loved ones if they are financially able to do so. Some enjoy being able to witness their loved ...
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How to Minimize the Tax Burden on Your Estate
March 6, 2023
It’s true: taxes are one of life’s certainties. Almost everything we do in life and in death triggers a tax consequence. That’s why we encourage ...
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