Decisions, decisions – Many factors go into deciding when to transfer wealth
A critical estate planning decision is whether to transfer wealth during your lifetime or keep your assets in your estate and transfer your wealth to loved ones after your death. Some say it would be wise to make gifts now to take advantage of the inflation-adjusted $12.06 million gift [...]
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Beware of Inheritance Scams
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Address These Estate Planning Priorities First
It’s been said that there’s “no time like the [...]