Category: Estate Planning

2020 Planning Checklist

The world has changed dramatically in 2020 so it’s a good time to revisit your financial planning.  There have been three major tax laws enacted

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Donor Advised Funds

In our January blog post, “New Tax Strategies” we outlined how taxpayers can bunch their deductions into a tax year in order to get enough

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Estate Document Locator

This year we’ve encouraged many clients to update their estate plans. In addition to getting your documents updated by an attorney it’s also a good

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