Death and Taxes

We talk a lot in this blog about Taxes, so it’s only fair to give Death a little attention. Here are three things that you – regardless of whether you’re rich, poor or somewhere in between – should have in…

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Time for an estate plan checkup

Now that we’re in the new year, it’s time for an estate plan checkup. Why? First, various exclusion, exemption and deduction amounts are adjusted for inflation and can change from year to year, so it’s a good idea to see…

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