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And the Executor Is

Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

A Primer on Irrevocable Life Insurance Trusts

The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

How to Appeal Your Property Taxes

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

Have These Financial Conversations During the Holidays

Ah, the holidays… an annual time of food, fellowship, and fun with family, friends, and loved ones. Everyone returns home and catches up on