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 Wealth Wednesday

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Multi-Generational Planning Part 1

No matter how much you have saved or accumulated throughout your life, multi-generational planning becomes an important part of your financial life. In part 1 of this series, we address some common questions and concerns we encounter when speaking to our clients. We’ll talk about: probate, how to set up accounts and real estate to potentially avoid probate, step up in cost basis, durable powers of attorney, and the basics of IRA's.

Estate Planning