3 Ways to Modify Your Trust Agreement for Changing Circumstances
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When trusts are designed to last for decades or generations, many of our clients eventually feel some growing pains, telling…
Read More17 Apr
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3 Apr
How to Make Leveraged Use of Your Federal Lifetime Estate and Gift Tax Exemption
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As January 1, 2026, creeps closer and the “sunset” of the increased federal lifetime estate and gift tax exemption is…
Read More1 Feb
What Is the Corporate Transparency Act, and Does It Apply to You?
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As part of the government’s efforts to crack down on financial crimes such as money laundering, tax evasion, and the…
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