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Taxes & Financial Planning

Strategic Philanthropy: Integrating Charitable Giving into Advanced Estate Plans Step-Up in Basis: Capital Gains Implications at Death Explained Estate Planning for Special Needs: Securing Futures & Protecting Benefits Sophisticated Gifting: A Powerful Estate Planning Tool for Wealth Transfer Navigating Trust Types: Advanced Estate Planning Strategies Explained Strategic Asset Titling: Directing the Flow of Your Estate Navigating the Complexities of Generation-Skipping Transfer (GST) Tax Irrevocable Trusts: Secure Your Legacy, Understand the Commitment Navigating Estate Planning Minefields: Blended Families and Complexities Estate Planning: Business Ownership Transfer – Key Considerations