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It's fine to give your kids subtstantial assets, parents, but put your needs first

Financial planner Steve Podnos: 'There are some creative ways to help children with gifts.' ....

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ICYMI: A Year-End Review With Estate Planning Strategies For 2024 - Wills/ Intestacy/ Estate Planning

The estate planning world certainly saw its share of turbulence from 2020-2022. With two significant elections, it is hard to remember a previous time with such substantial uncertainty. ....

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Estate Planning Advisory for End of the Year 2023

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