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Tag: estate

Why You Need a Professional Estate Executor or Trustee
July 22, 2020in Articles, Wills & Estate Planning0by admin

Why You Need a Professional Estate Executor or Trustee

We all know we need an up-to-date will, and we know a critical part of a valid will is the appointment of our executor or trustee. So who have you…

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Preserving Your Estate
July 11, 2020in Articles0by admin

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse…

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November 8, 2019in Articles0by admin

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse…

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November 1, 2019in Articles0by admin

Being an Executor

What is an executor? The executor is the person who administers the estate (assets, debts and possessions) of a deceased person according to their will, or according to law if…

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July 15, 2019in Articles, Wills & Estate Planning0by admin

Why You Need a Professional Estate Executor or Trustee

We all know we need an up-to-date will, and we know a critical part of a valid will is the appointment of our executor or trustee. So who have you…

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Estate Bonds
June 1, 2018in Articles, Insurance, Investing, Wills & Estate Planning0by admin

Estate Bonds

What is an estate bond? The “estate bond” concept or strategy is the use of life insurance to preserve and accumulate wealth and defer taxes and thus increase the value…

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