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tax-advantaged planning

Charitable Remainder Trusts: A Powerful Tool for Tax Savings and Impactful Giving
Trust/Estate Planning

Charitable Remainder Trusts: A Powerful Tool for Tax Savings and Impactful Giving

May 24, 2023May 24, 2023

Support the Causes You Love and Save on Taxes with Your Estate Plan Crafting a well-rounded estate plan involves careful consideration of your financial goals…

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Is a Dynasty Trust right for you?
Tax | Trust/Estate Planning

Is a Dynasty Trust right for you?

June 15, 2022March 8, 2023

With the Biden administration discussing changes to the tax code, it makes sense to consider creating a family legacy, like a dynasty trust, for your…

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Avoid the Pitfalls of Multi-Generational Wealth Transfer
Consulting | Trust/Estate Planning

Avoid the Pitfalls of Multi-Generational Wealth Transfer

May 12, 2022March 8, 2023

Passing on wealth to the next generation—also called wealth transfer—is a challenge faced by many families. 70% of Multi-Generational Wealth Transfers Fail According to research,…

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How Kiddie Tax Rules Affect You
Tax

How Kiddie Tax Rules Affect You

February 17, 2022March 8, 2023

Many people ask if they can save on taxes by transferring assets into their children’s names. This tax technique is called income shifting. It seeks…

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