Estate Planning

Reducing Your Taxable Estate

As Congress wrangles with the federal estate tax exemption rules, it may be an opportune time to highlight the financial threat of estate taxes in general. The federal government...

How to Talk to Your Adult Children About Your Estate Plan by Nancy Fehrenbach, CFP®, CFA

Estate planning is a topic that is important to discuss but many people avoid talking about it with loved ones. We don’t want to bring up the difficult topics of declining...

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