Category: Heirs

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes tho... Read More »

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How to Share Family History and Heirlooms with Your Estate Plan

The best time to share your family history with loved ones is right now, before the memories are forgotten. The coming holiday season is a great opp... Read More »

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Tax Plan May Retain Massive Wealth Transfers

Republicans in the House of Representatives have proposed a tax plan that allows a continued transfer of wealth between generations, according to the ... Read More »

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