When you’re planning your estate, it’s natural to think about how your assets will benefit your children or your immediate family. But what if your planning could extend far beyond that—benefiting your grandchildren, great-grandchildren, and generations even further into the… Read More
Posts Tagged ‘tax planning’
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Estate Planning Actions for Business Owners
Owning your own business is rewarding but comes with significant responsibilities. Most importantly, your business is one of your most valuable assets and must be carefully considered when you create your estate plan. You must consider situations such as what… Read More
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The Importance of Tax Planning for Your Estate
As you start estate planning and deciding how to transfer the assets you’ve accumulated in your lifetime, it’s essential to remember how estate taxes may come into play. Taxes can reduce the size of your estate and disrupt the plans… Read More