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This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
How much would your monthly lease payment be?
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.
How much life insurance would you need to produce a sufficient income stream for your family?