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Estate Tax

Maximize Your Legacy: Is a Dynasty Trust the Key to Preserving Your Wealth?
Tax | Trust/Estate Planning

Maximize Your Legacy: Is a Dynasty Trust the Key to Preserving Your Wealth?

May 8, 2024October 23, 2024

With the 2024 elections on the horizon, tax discussions are increasingly focused on potential changes that could impact estate planning strategies. Estate planning opportunities today…

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Multi-Generational Wealth Transfer
Consulting | Trust/Estate Planning

Passing the Torch Without Burning Bridges: Avoiding Wealth Transfer Pitfalls

April 10, 2024October 23, 2024

The greatest wealth transfer in history is underway, marking a pivotal moment for families at the crossroads of legacy and the future. Yet, passing on…

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Keeping Life Insurance Out of Your Estate
Consulting | Trust/Estate Planning

Life Insurance Benefits: How to Avoid Estate Taxes

October 11, 2023October 23, 2024

For many, life insurance is a practical safeguard, promising to support loved ones in the event of untimely passing. However, the complexities of estate tax…

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Personal Residence Trusts
Consulting | Trust/Estate Planning

Passing Down the Family Home: A Tax-Savvy Approach with QPRT

September 20, 2023October 23, 2024

The family home, often steeped in memories, is more than just a piece of real estate. So when the time comes to pass it down…

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Legit or Sham Trusts?
Consulting | Tax | Trust/Estate Planning

Unmasking Sham Trusts: A Closer Look at Tax Evasion Dangers

July 19, 2023October 23, 2024

Estate planning and tax optimization go hand in hand, enabling individuals to secure their financial future while minimizing tax liabilities. Amidst the realm of legitimate…

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Estate Tax Planning Exemptions
Tax | Trust/Estate Planning

How Does the Estate Tax Exemption Impact You?

February 22, 2023October 23, 2024

In the last decade, a lot has changed with tax planning for your estate. Most notably, the estate tax exemption. What Is Estate Tax? According…

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