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Estate Gift Trust & Non-Profit Tax Planning

How Estate Planning Can Help Your Family

It happens more often than we think: Someone’s husband or wife passes away, and the next thing you know, one of them is told that they can’t get their hands on the cash in the bank because the accounts weren’t set up properly. Instead, the spouse is forced to probate the estate. This can happen…

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What an Irrevocable Trust Is & the Benefits of Having One

Setting up a trust is part of a person’s estate planning strategy. Their purpose is to smoothly hand over one’s estate to the chosen beneficiaries in a set manner. Within this purpose is the desire, of course, to limit the tax liability and maximize the investment’s return. In regards to understanding how to accomplish this,…

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How to Find a Good CPA [Video]

Finding a good CPA to work with can be a challenge and you may be looking for the¬†wrong qualifications when making your final decision. If you are seeking help with your taxes, financial planning, small business or more, make sure you know what to look for to get the best services available. Find out the…

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An Irrevocable Trust & the Advanced Planning Process

An irrevocable trust is a property interest held by one or more person for the benefit of one or more person. It cannot be modified or terminated without the permission of the beneficiary or if designed properly, by the will of the trustee which will take effect at the trustee’s death. The main advantage of…

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