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4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it is also the deadline for your family to implement a number of key tax-savings...

Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it is to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

<strong>7 Last-Minute Moves To Save On Your Taxes For 2021</strong>

Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...

Why Putting Your Family Home in a Trust is a Smart Move—Part 1

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

Purchasing Life Insurance for your Family: What You Need To Know

Life insurance is a key component of your family’s estate plan. It offers those who depend on you for their financial security a safety...

3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan

You are likely aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible....

Donate Appreciated Assets to Charity Instead of Selling Outright for Tax and Income Benefits Using a

The end of the year makes us all think about how we may be able to save on taxes. If you have highly appreciated assets like stock and...