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Enewsletter Estate Planning Guide

Gift Planning

Friday February 7, 2025

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How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable...
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Top Tax Tips for Easy Filing
Washington News
On January 30, 2025, the Internal Revenue Service (IRS) published six top tips to make filing a 2024 tax return easier. The IRS explained these tips...
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How Long to Keep Financial Records
Savvy Living
Is there a rule of thumb on how long someone should keep their financial documents? I have filing cabinets filled with receipts, bank statements and...
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