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Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.
Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
This article will help your clients understand the basics of an estate strategy and what needs to be included.
While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.
The tax season is officially here. If you haven't already, now is the time to get prepared.
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
Here are some things you might consider before saying goodbye to 2021.
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.