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Forty "W"ritings

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2025 Federal Estate Tax Thumbnail

2025 Federal Estate Tax

The current federal estate tax exemptions—$13.99 million for individuals and $27.98 million for couples—have provided unprecedented wealth transfer opportunities since 2018. Now, proposed Congressional legislation could make these generous thresholds permanent, with some proposals even increasing them to $15 million for individuals and $30 million for couples. Our comprehensive infographic breaks down current federal estate tax rates, annual gift exclusions, and the key numbers every estate planner needs to know. Whether you're planning major gifts or structuring your estate, understanding these provisions is crucial as lawmakers consider making today's tax-friendly environment the new normal.

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Understanding Revocable Trusts Thumbnail

Understanding Revocable Trusts

A Revocable Trust (also called a Living Trust) is a powerful estate planning tool that acts as a substitute for your will while giving you complete control during your lifetime. Key Benefits: - Avoids probate court delays and costs - Keeps your financial affairs private - Provides seamless management if you become incapacitated - Speeds up asset distribution to beneficiaries Revocable Trusts are great for clients with multiple assets who want privacy and streamlined estate administration.

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Tough Talks: Building a Support Team Thumbnail

Tough Talks: Building a Support Team

Caregiving can feel overwhelming, especially when it seems like your loved ones don’t see the necessity. Another major stressor is feeling that you’re all alone, with everything falling on your shoulders. Having a team to provide feedback, time, financial support, advice, and share responsibilities can significantly ease caregiver stress.

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Tough Talks: Getting Organized  Thumbnail

Tough Talks: Getting Organized

Helping an aging loved one get organized significantly reduces caregiver stress. It enables efficient delegation and equips you with the information to handle urgent situations effectively. This article will list the most urgent and commonly needed information that you will need to make things run and solve most issues.

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