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Estate Planning for Businesses

Business Succession Planning in my Estate Plan?

Running and owning a business is just like raising a child: Both are investments in the future, and both require a lot of time, resources and effort to raise successfully. One can argue that you would treat your business like you’d treat a child; you’d want it to succeed even after you’ve passed on or retired.

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Investment Accounts

Tips for 401(k) Savings in 2020

A 401(k) is an employer-sponsored account that allows you to defer the taxes on your investments until retirement, which meanw that you can roll up more money faster.

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Revocable and Irrevocable Trustss

I’m a Fiduciary—What Does That Mean?

Years ago he signed a power of attorney document naming me as his agent, so I could help him with these types of things. Not ever having done this before, what do I need to know about fiduciary duty?

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