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Think Your Estate’s Too Small? Here’s Why You STILL Need Estate Planning!
Think estate planning is just for the ultra-wealthy? Think again. A lot of people assume that if their estate is under the $13.99 million...
6 days ago


Why So Many Wealthy Investors Regret Delaware Statutory Trusts
Let’s say you own several buildings in California worth $3 million, but there’s a catch - they have a very low cost basis. You’ve held...
Mar 18


Why You STILL Need a Trust to Protect Your Family & Estate – Even With a Will!
Imagine dedicating your life to building a substantial nest egg, only to have it caught up in legal complexities, diminished by taxes, or...
Mar 11


10 Tax Breaks the Wealthy Use to Legally Avoid Taxes & Beat the IRS!
Most people work for their money, but wealthy individuals make the tax code work for them. They’re not paying less in taxes because they...
Mar 4

10 Ways to Cut Your Retirement Tax Bill & Keep More Money in Your Pocket!
Retirement is supposed to be your golden years - a time to relax and enjoy the fruits of your labor. But for many, it turns into a...
Feb 25
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