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16-22 is Estate Planning Week, let’s take this opportunity ... are required before assets pass to the grandkid free and clear. For a husband and wife, an estate plan typically will leave the ...
Regardless of whether you have $20,000 or $2 million in the bank, you need an estate plan. “A lot of people think estate planning or having ... money to heirs tax free, that may be accomplished ...
His expertise include legacy planning, debt management, and wealth building. Westend61/Getty Images Estate planning used to mean drawing up a will, designating beneficiaries, and making sure ...