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Estate Planning Family Governance

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A securities-based loan may be an effective tool in transferring wealth to future generations, often in a tax advantaged way.

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What will happen to your family's vacation home in the future?

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The spousal lifetime access trust has become a popular estate planning strategy employed by married couples.

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The current exclusion amounts available for transfer taxes that pass down significant wealth may be too rare an opportunity to pass by.

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The annual exclusion amount permits donors to give without facing a gift tax. What should you consider in regards to annual exclusion gifting?

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Understanding personal trusts doesn’t need to be overly complicated.

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