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The SALT Deduction and Real Estate Clients

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an advisor tax planning with their clients

Tax Planning Under the Big Beautiful Bill: What Changed?

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The SALT Deduction Is Back—Here’s Why That Matters

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What the Big Beautiful Bill Means for Your Estate Plan

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Your Grown-Up Checklist: 5 Legal Documents Every Family Needs Before Summer Starts

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New California Laws in 2025: What You Need to Know for Your Estate, Business, and Family

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a lady that is being scammed. she is on the phone and has her credit card in the other hand and she looks frustrated.

How to Avoid Social Security Scams: Protecting Yourself from Fraudsters

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Did Matthew Perry get his estate planning right? The answer might surprise you.

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The Social Security Fairness Act: Will It Affect You?

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Start the Year with Strategic Tax Planning for Your Estate

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Handling a Loved One’s Debts After They Die

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Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?

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in the middle there are the letters AI and then surrounding it there are different things that use AI now such as images, our brain, websites, computers, etc.

Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning

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Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams

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Is it Time to Let Go of Those Old Documents? 

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Add An Estate Plan to Your Christmas List 

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the caregiver and the patient are on the couch laughing with one another and sitting right next to each other. the caregiver is taking very good care of her patient.

Recognizing and Supporting Family Caregivers in Estate Planning

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Gratitude and Legacy: Giving Thanks Through Estate Planning

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a set of parents with their young child who is sitting on the dads back in their living room. thinking about their estate plan for their daughter

Year-End Estate Planning: Key Steps to Protect Your Family and Assets

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How to Discuss Your Estate Plan with Your Family During the Holidays

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