Things to consider
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Financial Planning
Buy/Sell Agreements
One of the most common business succession planning strategies for businesses with multiple owners is a buy/sell agreement....
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Financial Planning
Family Limited Liability Companies: What They Are and How to Use Them
A Family Limited Liability Company (Family LLC) can be a valuable tool for transferring wealth to the next generation. It can also be useful for both......
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Financial Planning
Charitable Giving Options
Charitably inclined individuals have multiple giving options available to them, but which method is best?...
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Financial Planning
Qualified Small Business Stock Tax Exemption: What Is It and How to Use It
The Qualified Small Business Stock (QSBS) tax exemption is a little-known perk that can potentially save substantial amounts in federal taxes, and in......
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Financial Planning
Considerations of Estate Planning
When thinking about Estate Planning, the first thing that comes to mind for most people is creating a will....
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Financial Planning
4 Things the GameStop Saga Should Teach You About Your Own Concentrated Stock Position
If you own shares that represent a large percentage of your overall portfolio, you have a concentrated stock position....
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Financial Planning
Medicare Basics: What You Need to Know
The one universally known thing about Medicare is that it's complicated....
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Financial Planning
Asset Titling Primer
Asset titling can have a significant impact on how your property is handled after your death, both on how and to whom it passes....
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Financial Planning
What Does Healthcare in Retirement Really Cost?
When working through retirement planning with clients, one of the questions we hear most often is "What will my health care costs be in retirement?"...
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