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Author name: Emily Mansoor

How the Corporate Transparency Act May Impact Your Estate Plan

Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government including details regarding the ownership of their entity. The CTA was enacted to help combat money laundering, financing of terrorism, tax fraud, and other illegal acts. If

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Estate Planning That Expresses Who You Are | 5 Things to Talk About with Your Family

You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting to discuss your finances, your legacy, and your core principles. Most families lead busy lives, with many relatives seeing one another

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Frequently Asked Questions: Funding Education Expenses for Loved Ones

Question 1: What is the difference between a 529 education savings plan and a Coverdell education savings account (ESA)? Both options allow your investments to grow tax-free when used for qualified education expenses. Here is how they differ: If your primary goal is to save a large amount of money for higher education, a 529

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