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Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

A Checklist to Consider: What You Need Your Survivors to Know

A thoughtfully developed estate plan is one of the best benefactions that you can offer your loved ones. Making sure that your survivors have a plan that specifies where your essential documents are maintained will also make it simpler for them to carry out your desires.

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Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Considerations For Your Home As Part of Your Estate

Your home presents some delicate estate planning issues that assets such as stocks or mutual funds do not. Here are some possible options for dealing with your home that you should discuss with your tax, legal, and financial advisors or investment professionals.

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Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Minimize Taxes With Estate Planning and Gifting

A thorough estate plan that incorporates gifting may help guarantee your wealth is distributed according to your preferences while also assisting you in managing your estate's tax liability. The regulations governing estate tax and gifts are complex, and this guide touches on a few topics to consider.

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Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Family Wealth Management: Tips for a Successful Transition Between Generations

Passing on wealth entails more than just transferring financial assets to future generations. It is also about passing on what you value and protecting your children's connections with one another. Here are some actions you can take to prevent common and costly mistakes while boosting the possibility that your estate will properly transfer and survive for another generation.

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