Category: Estate Planning
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You’ve worked hard to build a life you’re proud of—and chances are, it’s a little more complex than average. You may have remarried, your new spouse brought children into the marriage, or you did. Maybe you have children together. Whatever your situation, you’re part of a blended family, and that makes estate planning not just…
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Congress may debate the future of the estate tax, but families with real wealth don’t wait to see how the vote goes. An ILIT (Irrevocable Life Insurance Trust) estate planning strategy remains one of the most reliable ways to protect your legacy—regardless of shifting laws. Today’s proposals to repeal estate taxes sound promising, but history…
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If you’re a business owner sitting on a highly appreciated asset, you’re probably staring down the barrel of a massive capital gains tax bill. But what if you could sell your business, avoid capital gains tax, generate lifetime income, leave a legacy to charity, and still pass on a tax-free inheritance to your heirs? Enter…
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What Is Probate and Why You Should Avoid It at All Costs Probate is a court-supervised legal process that takes place after someone passes away. It involves validating a will, distributing assets to heirs, and settling debts. While probate ensures an orderly distribution of assets, it comes with significant downsides: lack of privacy, high court…
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Planning for the future is one of the most responsible things you can do for your loved ones. A comprehensive estate plan ensures that your assets are distributed according to your wishes, minimizes legal complications, and provides financial security for your family. Without an estate plan, your loved ones may face unnecessary stress, lengthy probate…