Creating A Blueprint For Wealth

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Estate Planning

Will taxes impact my estate?

When someone passes away, their estate faces a variety of financial concerns. The executor of your estate will be responsible for selling assets as appropriate, distributing assets among your beneficiaries and addressing financial details like your final tax return....

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...