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Tag Archives for " best estate planning "

Nov 28

How Will A Recession Affect Your Family?

By Sean Lohman

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it’s enough to make you sick. And it can make you sick unless you take the actions […]

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Oct 24

Trusts & Taxes: What You Need To Know

By Sean Lohman

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarification about trusts, […]

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