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What Are 13 Key Estate Planning Considerations for Blended Families?

It seems like it’s the new normal — blended families — are more commonplace today than ever before; and with them comes a variety of considerations in estate planning that we’ll explore in this article....more

Unsure of Stepped-Up Basis? Here is a 5-Point Primer

Stepped-up basis is a tax law that applies to estate transfers when a person receives an asset from a giver after a benefactor passes away. In those circumstances, the asset receives a “stepped-up” basis – which is the market...more

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