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May 16, 2022

Transitioning Wealth to the Next Generation

To successfully transition wealth to the next generation, it takes open communication between G2 and G3, agreed-upon family financial values, and perspective on where it all began.

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Sep 27, 2021

Wealth Transfer Strategy: Give the House to the Kids!

The Qualified Personal Residence Trust provides an opportunity to remove your residence or vacation home from your estate. It may be the perfect strategy for you and worthy of a conversation with your attorney or financial planner.

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Sep 21, 2021

Wealth Transfer Strategies

Invariably, the end goal is to lower the overall value of your estate to limit your estate tax liability. There are several ways in which to reduce your taxable estate.

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Mar 15, 2021

Grandparent Owned 529 Plans: What You Need to Know

Helping a grandchild with their college expenses by putting money in their 529 is great! But do you know if contributions count as a gift or if the grandchild is a "skip person," or if it can hurt financial aid eligibility?

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Jan 25, 2021

What Should I Do With My Inheritance?

Baby Boomers are aging. There's no question; money is shifting hands over the next forty years. The Great Wealth Transfer will look different for everyone.

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Oct 16, 2017

You Inherited an IRA... Now What?

Inheriting an IRA can be a blessing. Dealing with the IRS distribution rules can be a headache. Understand your options!

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Nov 15, 2016

Financial Planning For the Generations

There are multiple reasons to do your financial planning with your children and grandchildren in mind. Maximizing the transfer amount by minimizing taxes is the first reason that generally comes to ...

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