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1 day ago
How Much Life Insurance Do You Really Need in Your 50s?
Are you worried about your spouse or family’s financial security after you’re gone? Or maybe you’re thinking about protecting your...
Dec 3
15 Wealth Transfer Strategies to Reduce Taxes & Secure Your Legacy
Lifetime asset transfers play a vital role in estate and legacy planning, helping you achieve three key goals: Freeze your gross estate...
Nov 26
IRS Audit Triggers: 15 Red Flags for Business Owners
Last week, I covered some common and lesser-known IRS red flags that can trigger audits for individuals . If you haven’t read it, check...
Nov 19
13 IRS Audit Red Flags Every Individual Should Watch Out For
Earlier this year, the IRS announced updates to its Strategic Operating Plan , revealing a significant increase in audits over the next...
Nov 12
The Hidden Pitfalls of Beneficiary Designations
Beneficiary designations may seem like a simple way to ensure your assets go to the right people, but they can sometimes create more...
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