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Maximize Tax Benefits and Protect Your Spouse with a Qualified Terminable Interest Property Trust
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time high of $6.4 billion spent on jewelry. Yet many...
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Mar 7
Appointing Your Legacy: A Guide to Using a General Power of Appointment Trust to Protect Your Spouse
Through sickness and health, thick and thin, you and your spouse have been there for each other. You may even share almost everything,...
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Mar 7
Love and Estate Planning Go Together Like a Horse and Carriage. Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust
February, the month of love, was the perfect time to show your loved ones that you care about their financial futures. While chocolates...
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Mar 3
Incapacity Planning: The Other Part of Estate Planning Why You Need to Worry
About Incapacity Planning Death is the elephant in the room when we talk about estate planning. We often use phrases like pass away and...
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Jan 20
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