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A young girl and father cycling in the forest.

Revisiting financial goals during major life changes
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A young boy with a disability walking toward his father in the living room

How to plan for loved ones with special needs
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Housing complex with roof gardens.

Your real estate, heirs, and estate tax changes: What to know
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A mother shows her daughter how to manage finances

Helping your heirs manage credit wisely
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A multigenerational family walking on the beach.

Legacy trust: Planning intended to continue wealth for generations
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Two businesswomen meeting in a conference room.

Taking a thoughtful approach to transitioning a business to the next generation
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A multigenerational family seated around a table in the backyard.

Balancing legacy goals with family needs
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Two people seated at a table review documents with each other

Who gets the money if you don’t want to give it to family?
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Woman seated in the living room looking out the window

A matter of trust: Choosing the right trustee
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A business is open sign.

Estate taxes on a closely held business under IRC 6166
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Craigieburn Valley Ski Resort

Great summer ski destinations south of the equator
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Young woman examining the changes in the stock market at her office.

Tips for tax-efficient investing
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