Election 2020: What Does This Mean to Your Estate Plan
With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislati... Read More »
Category: Beneficiaries
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Savings Bonds: How They Should Be Dealt With In Your Estate Plan
A savings bond is defined as “a debt security issued by the U.S. Department of the Treasury to help pay for the U.S. government’s borrowing needs.... Read More »
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Setting Your Trustee Up For Success
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that thei... Read More »
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