Creating A Blueprint For Wealth

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Month: April 2021

What should I know about gift taxes?

As you get older and see your investments grow, you may decide you want to share your wealth with your loved ones. You may want to give each of your children money toward a down payment on a house. You may want to gift your grandchildren money toward their college...

What if I’m ready to sell my business?

You may have spent years building your small business and making sure it thrives. But now, you are thinking of moving on. Maybe you are ready for something new. Maybe you want to retire and spend more on the golf course. Yet, the idea of selling your business is a bit...

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