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Insight And Resources To Help You

Achieve Enhanced Wealth Creation And Protection.

Beyond Conventional Financial Blog

Giving It Away to Charity Thumbnail

Giving It Away to Charity

How individuals can plan philanthropic activities so that they can help their favorite charities, while maximizing the advantages of their philanthropy – from an estate- and tax- planning perspective – for themselves.

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Why Estate Planning Will Always Be Important Thumbnail

Why Estate Planning Will Always Be Important

When it comes to making plans for the future, you may have already given thought to how you would like to distribute your assets after something happens to you. Perhaps you’ve even written a will. But many legal and tax advisers caution their clients against using a will alone to distribute assets after death.

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Wills, Living Wills & Health Care Proxies: Thumbnail

Wills, Living Wills & Health Care Proxies:

Estate planning is a very important part of planning for the future of a person’s family. When it comes to estate planning, three key documents are the last will and testament, the living will, and the health care proxy.

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Discover the Benefits of an Irrevocable Life Insurance Trust Thumbnail

Discover the Benefits of an Irrevocable Life Insurance Trust

The affluent have always had access to strategies designed to help them pass money to their heirs with minimal tax obligations. One of the most common estate tax planning strategies is an Irrevocable Life Insurance Trust (ILIT). An ILIT is easy to understand, relatively easy to implement, and in many situations, avoids the need to incorporate other wealth transfer or estate tax reduction techniques.

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