Maximizing Tax Efficiency Through Estate Planning

Estate planning serves numerous goals, including determining how to distribute one’s assets after death, protecting wealth from creditors, preparing for potential incapacity, and providing for vulnerable loved ones. However, many people may also consider tax efficiencies during estate planning. An estate plan may focus on minimizing tax liabilities that could cut into...

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Essential estate planning document

Should You Share Your Estate Planning Details?

During World War II, the government kept all kinds of secrets. But the biggest of all was the development of nuclear weapons. We couldn’t risk the Nazis getting their hands on such a weapon, but we were equally afraid of what could happen if the Russians developed this technology before we did.Â