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“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”
Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.
Consider these strategies to help make family meetings an effective tool in wealth transfer planning.
When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.
After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.