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Whether you realize it or not, you need an estate plan. There is a perception that estate planning is for older folks with substantial assets and family members they want to leave their estate to. But, financial experts agree, that is just not the case. Estate planning is for everyone, because when the time comes[…]

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The new year brings with it some tax changes from the IRS, but far fewer than we saw with the Tax Cuts and Jobs Act of 2017, say tax advisors. From higher education credits to contribution limits and income caps for retirement accounts, and exemptions from gift and estate taxes, there are some subtle differences[…]

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The COVID-19 pandemic has changed the world and had an enormous financial impact, on both small and large businesses across the U.S. Financial experts agree, year-end tax planning is especially critical this year, as the disruption of the virus has led to a number of important issues with tax implications. There are a number of[…]

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