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Give to the Next Generation Without Tax Implications

Supporting our families is an important value, but sometimes, doing so fiscally can have tax implications. The IRS imposes an annual exclusion limit for making gifts to individuals. Going above [...]

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After receiving a serious health diagnosis: How you can reduce financial stress

The phone call confirms it. An unexpected health diagnosis; a change in treatment needs or status; a progression. Information requiring serious conversations. As we all age and our bodies begin [...]

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Financial Planning: How to Build Generational Wealth That Lasts

There is nothing easy about building significant net worth from the ground up; it can take decades of hard work, sacrifice, and discipline. But there may be one thing that can seem harder: [...]

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Estate Planning: Should I Set Up a Trust?

When you hear the word ‘trust’ – parents providing income for their children via a trust might come to mind. Trusts can have far-reaching benefits beyond that arena, for families and individuals [...]

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Talking to Elderly Parents about Money

It’s one of the most difficult conversations you can have with your parents. And it’s not about the birds and the bees. Talking to your elderly parents about their finances not only requires them [...]