Estate Taxes

In 2020 estates worth up to $11.58 million will be excluded from paying the federal estate tax. This means that the federal government could ‘inherit’ a significant portion of your estate unless you take measures to preserve your wealth. Use this federal estate tax calculator to estimate your tax liability.

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SECURE Act 2.0 Update

SECURE Act 2.0 Update

Now that congress has passed more changes to the laws around retirement planning, what does it mean for your plan?…
Financial Spring-Cleaning Tips

Financial Spring-Cleaning Tips

When you’re spring cleaning your house and yard this year, don’t forget your finances. Just as your house doesn’t clean…

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