Here are some important considerations to help clients avoid or at least minimize conflict over personal property.
Help clients engage their children, up to age 11, in conversations and activities about wealth.
Tax legislation proposals and how they can impact your clients' overall planning.
There are many considerations that go in to designing an effective trust.
In 2020, clients likely are considering how to take advantage of current gift tax exemption mounts. Should they be concerned about giving too much away?
How to take advantage of current gift tax exemption amounts, without giving too much away.
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