Tag: Tax Planning Financial Planning

We Want to Draft Your Legacy

How Can I Conduct a Family Meeting about Family Wealth Planning?

October 18, 2021 • Estate Planning

When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family wealth meeting can make that happen, and it can even be enjoyable.

Do I Need to Pay Taxes on Life Insurance Proceeds?

May 10, 2021 • Estate Planning

Knowing when life insurance is taxable and how to avoid taxation can help families ensure their loved ones get all of their policy’s proceeds.

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Tag: Tax Planning Financial Planning

How Can I Conduct a Family Meeting about Family Wealth Planning?

Do I Need to Pay Taxes on Life Insurance Proceeds?

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