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College Kids and Young Adults – What Planning Documents Do They Need?

As young family members head off to school or for new jobs, and especially in this time of uncertainty, parents may wonder if they may suddenly be needed to assist with health care or other decisions for their child. Many...more

8/4/2020  /  Documentation , Students

Estate and Gift Planning Under the New Tax Law

The Tax Cuts and Jobs Act of 2018 went into effect on January 1, 2018. The new law makes some changes to key estate planning-related provisions. Except as otherwise noted, these changes are effective now and will sunset at...more

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