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15 01, 2021

How Do UTMA Accounts Work from a Tax Perspective?

By |2021-01-22T00:09:18-07:00January 15th, 2021|Categories: Estate Planning, Financial Guides, Tax Planning|Tags: , , |0 Comments

For parents seeking tax-advantaged strategies for transferring funds to their minor children—whether as a way to save for college or simply to give their kids a financial head start when they become adults—a popular type of custodial account called a UTMA account may provide a solution. However, understanding the tax implications of UTMA accounts is

31 07, 2020

5 Reasons to Consider Using a Trust

By |2020-08-09T01:31:49-07:00July 31st, 2020|Categories: Estate Planning, Retirement Planning|Tags: , , |0 Comments

When approaching the estate planning process, many people assume that a simple will is all they need to effectively distribute assets among their heirs. While a will is an integral component of any estate plan and an important tool for spelling out your wishes after you die, trusts offer a variety of benefits and, in

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