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Understanding Federal Estate Taxes and Spousal Deduction (US Citizen and Non-US Citizen spouse)
Hey there, welcome to my explanation about Federal Estate Taxes and Gift Taxes in the United States. I’ll break it down in a way that’s easy to understand.…
4 min read
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What is a Special Needs Plan?
Special needs planning involves developing a detailed financial and legal strategy to provide continuous support for individuals with disabilities, especially those who will require assistance throughout their lives.…
4 min read
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Demystifying Estate Planning: More than Money and Mansions
When you hear the word “estate,” do images of grand mansions, piles of money, and luxurious belongings immediately pop into your mind? You’re not alone. Many people associate…
4 min read
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What Are Your Goals Behind Creating An Estate Plan?
When it comes to creating an estate plan, there is no “one size fits all” approach. Just as each individual is unique, so should their estate plan. An…
4 min read
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I already have a Revocable Living Trust in place. Why do I need a Power of Attorney?
When it comes to estate planning, there is no ‘one size fits all’ approach. Hence, an estate planner must think ahead and plan for unanticipated circumstances. A power…
4 min read
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Will v. Trust
When it comes to securing your legacy and ensuring your assets are distributed according to your wishes, will-based estate planning stands as a time-tested and reliable option. A…
4 min read