The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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What do golf and personal finances have in common? A lot of things, but the key is confidence.
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.