Category Archives: Estate Planning
5 hidden reasons you need a will.
Most people don’t appreciate the full importance of a will, especially if they think their estate is too small to justify the time and expense of preparing one. Even people who recognize the need for a will often don’t have … Continue reading
Posted in All Service Providers, All Taxpayers, Estate Planning, Ever wonder
Tagged Estate planning, Will
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A Lower Stock Market Can Help Estate Plans
Even though the stock market has been rebounding since March, it’s still down significantly from where it was before it started tanking a year ago. If you have a sizable estate, you might very well have watched it shrink over … Continue reading
Posted in All Taxpayers, Estate Planning, Financial Planning
Tagged Estate planning, Financial Planning, Taxation
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