Reflections Blog

Guide to GRATs: Estate Planning for Business Owners

Preparing for a liquidity event? These estate planning strategies can provide large reductions in taxes
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What Does A Financial Advisor Really Do For You?

How you can spend less time worrying about your money and more time on what’s important to you and your family

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3 Tax-Smart Ways to Help Your Children

Before you gift you child cash, stop and consider these tax-saving alternatives

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Naming Your Trust as Beneficiary of an IRA?

Naming the right beneficiary of your IRA is a simple, crucial, yet often misunderstood first step in planning your legacy.

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