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WHAT YOU NEED TO KNOW ABOUT ESTATE PLANNING UNDER THE BIDEN PRESIDENCY

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Here is what we know so far about some of President Biden’s key proposals that are most relevant to your estate planning in 2021.

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A Guide to Retirement Accounts and COVID-19 Relief in 2020

Closeup of the Coronavirus Aid, Relief, and Economic Security Act documents laying on a desk with eye glasses

How the CARES Act and other new legislative provision can affect yours Retirement Accounts and potentially lower your tax bill in 2020.

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The Benefits of Positive Estate Planning

Happy older couple talking about their estate plan and feeling very positive and optimistic

Rather than focusing primarily on negative goals, choose view your estate planning as a way to pass along a positive legacy.

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Prepare Your Family for the Future with an Estate Plan

elderly couple reviewing estate planning documents with their advisor

Creating or updating your estate plan will provide substantial peace of mind and security for you and your family.

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CELEBRATE SINGLE PARENTS – TAKE STEPS TO PROVIDE FOR YOUR KIDS’ FUTURE

single father with young happy baby

As a single parent, you can gain peace of mind by creating an estate plan that ensures your children will be properly cared for in the future should something happen to you while they are still too young to take care of themselves.

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