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5 Estate Planning Misconceptions You Shouldn’t Buy Into
A financial expert breaks down some of the most common misconceptions that get in the way when setting up an estate plan.
Estate Planning
COVID-19 Presents an Opportunity for Gift and Estate Planning at Low Valuations
Lower values create a unique planning opportunity by allowing business owners to transfer a greater portion of their business assets and reduce their taxable estate.
How to Take Advantage of New Estate Planning Opportunities Caused by the Coronavirus
A depressed market intersecting with the ongoing pandemic and current tax laws has given rise to potential tax benefits for those interested in reviewing their estate plans.
