Category Archives for Tax Planning

Back to Basics with Estate Planning

April 17, 2017
/ Asset Protection Blended Families Business Owners Differentiation Estate Planning Family Issues Farm Families Legacy Planning Parents Planning Process Retirement Planning Special People Tax Planning Trusts Wills Young Affluent Young Families
/ By Tom Lofton

Everyone is unique and their situation is unique. I could put you in a room with 100 people and your situation would have some aspects of uniqueness to it that belongs just to you and you alone. This is what makes us human. Our estate planning and legacy preparations aren’t any different…they are unique. It […]

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