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Irrevocable Trust vs. Revocable Trust

What are the differences between a revocable trust vs. Irrevocable trust? We’ll answer all your questions, including what is a trust, how trusts are taxed, and which trust is best for asset protection.

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

When Should You Have an Estate Plan?

When should you have an estate plan established for passing wealth to your heirs? We’ll talk about what’s estate planning, who needs estate planning (and when), and what happens if you don’t have an estate plan.

Who Needs Estate Planning?

Ever wonder who needs estate planning? Find out why estate planning is important for everyone and what happens if you don’t have an estate plan.

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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