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Tag: Boomer Planning

The Benefits Of Peace Of Mind – Estate Planning

The Benefits Of Peace Of Mind – Estate Planning

Taxes are something you have to pay all of your life, and if you do not plan ahead, they will be something your estates will be paying even after you are gone. So making sure that you get quality estate planning tax advice when you are arranging your final affairs is one way to ensure that your heirs, and not the IRS, receive the bulk of your estate.

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The Most Common Mistakes – Estate Planning

The Most Common Mistakes – Estate Planning

The objective of this discussion is to review some of the myths and realities of estate planning. A number of articles have been written on the subject but let’s see if we can’t put a different spin on it by keeping it simple. By dispelling some of the common misconceptions, we will have a better understanding of how important it is to take positive action to keep our estate plans in order.

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Recent Posts

  • How to Build a Financial Dashboard
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  • Top 5 Proven Strategies to Build Brand Trust
  • Examples of Guerrilla Marketing
  • Recession-Proof Business Ideas
  • Why Over-Documenting Can Hurt Small Business Agility
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