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Consider This Program - Main

Jun 30, 2021

Estate documents are important. But knowing who your trustee is, and communicating with them about their duty, might matter more.

 

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Jun 29, 2021

We have a deep bench of talented individuals. Here is your team, and how they help you and your loved ones.

 

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Jun 25, 2021

Reading your 1040 is simple; however, understanding how it impacts your future is not. We will provide clarity on the differences between marginal tax brackets and your effective tax rate.

 

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Jun 24, 2021

Leaving a legacy with your IRA’s and 401(k)’s has changed. The SECURE act shifted the landscape, and your heirs need to be aware of the tax tsunami that could be coming.

 

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Jun 23, 2021

Capital gains are back in the limelight as tax code changes loom. We will walk you through how we coach families to use gains for their benefit when gifting and creating income for retirement.

 

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