For many people, the holidays are a time to come together with family and friends, including those we don’t see often during the rest of the year. We share life updates, swap stories, reminisce about times gone by, and detail our plans and hopes for the future. It’s safe...
Regardless of the size of your estate, planning ahead is essential if you want to bypass paying tax on the assets you’ve accumulated over your lifetime. The new hype in the realm of estate tax is portability. Portability was introduced in 2010 and became permanent in 2013 with the...
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