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Monthly Archives: November 2023
2 types of powers of attorney to consider
A comprehensive estate plan provides a roadmap for your loved ones. While most people think about things that happen after their death, the estate plan also encompasses specific points about…
What should you consider while choosing beneficiaries?
Planning for the future involves more than just financial considerations. It is about ensuring that people pass on your legacy according to your wishes. One aspect of this process is…
Maximizing the tax benefits of charitable gifts
Giving to charity is a good thing, and you can make it even better for your taxes with some smart thinking. Here is an example: if you donate from your…
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