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Posts Tagged ‘estate attorney’

Estate Planning at Different Stages of Life

By Kevin Reardon | September 14, 2021

By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’…

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Planning Strategies Under a Lower Estate Tax Exemption

By Brian Ellenbecker | August 16, 2021

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Estate tax planning has seen dramatic changes over the past 20 years. In 2000, the estate tax exemption was just $675,000 with a top…

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