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A Guide to Avoiding Taxes While Passing Wealth on to Heirs

A Guide to Avoiding Taxes While Passing Wealth on to Heirs

Wealth transfer can be protected from excessive taxation by applying tax avoidance principles. Still, it requires careful planning and oversight to ensure techniques don’t cross the line to tax evasion. Assessing tax options can determine the best way to conduct…

Probate Litigation: How to Avoid It

Probate Litigation: How to Avoid It

Legal disputes about wills and trusts, guardianships, and conservatorships can also influence family real estate and the authenticity of gifts. The most successful approach to mitigating or avoiding probate litigation risk is carefully planning for the future. Comprehensive estate plans…

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