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Is a Trust Necessary for Me?

This question is frequently asked, and the answer varies based on your individual circumstances. Various types of trusts are utilized to achieve diverse objectives. If you are concerned about preserving, maintaining, and transferring assets efficiently to your loved ones, you…

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Estate Planning Trends

As a result of upcoming federal and state law changes, estate planning is becoming more dynamic than ever before. These laws affect estate planning tax, trust, and charitable strategies, and the higher your net worth, the more critical it is…

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QPRTs (Qualified Personal Residence Trusts)

Estate planning involves minimizing potential tax burdens for beneficiaries while protecting one's assets. The qualified personal residence trust (QPRT) is a valuable tool in this area. This specialized trust enables individuals to transfer their primary residence or vacation home to…

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An Overview of Living Wills

If you reach a time when you cannot communicate with your doctors or make decisions for yourself, a living will outlines your medical treatment preferences and end-of-life care. Everyone should have an advance directive, as end-of-life situations can happen at…

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Americans Can’t Afford Doctor Visits

It would be difficult to get treatment if you were ill and had to determine whether you could afford it. Unfortunately, for many Americans, seeking medical care hinges on affordability rather than medical necessity. About half of US adults have gone without…

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Accumulation and Transfer of Wealth

In order to build lasting wealth over multiple generations, careful planning and patience are required. Without specific plans to create and transfer your legacy, statistically, 70 percent of wealthy families will lose that wealth in the subsequent generation, and 90…

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