Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the income taxes you owe on your taxable investments. However, purchasing life…

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As Halloween approaches, it’s a perfect time to face some “spooky” questions about your estate planning. While they might seem “scary”, these questions are essential for ensuring your loved ones are taken care of when you’re no longer here. By confronting these “spooky” topics now, you can make the process easier for both yourself and…

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When we think about estate planning, most of us focus on big assets like homes, bank accounts, and investments. But what about the personal items that hold sentimental value? Whether it’s your grandmother’s wedding ring, a family photo album, or a piece of art that’s been passed down for generations, it’s important to ensure these…

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