Category: Estate Planning

  • Estate Planning Tips: Naming a Beneficiary in an Estate Plan

    If you are unsure how to name a beneficiary, this is a great blog for you. Naming a beneficiary is b ...

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  • Joint Tenancy and Headaches

    Are you currently in a joint tenancy agreement?

    So, as a couple you want it to be all in a ...

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  • Estate Planning Re-Engineering – New Tax Reform 2018

    In late December 2017, Congress passed the Tax Cuts and Jobs Act, commonly referred to as “tax ref ...

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