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Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

by Weinstein Spira | Nov 29, 2017 | Estate Planning, Tax

How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. But we can...
Never Underestimate the Power of Estate Planning

Never Underestimate the Power of Estate Planning

by Weinstein Spira | Mar 22, 2017 | Estate Planning, Tax

Our estate planning team understands how important preserving wealth can be for future generations of loved ones. If your estate is over a certain dollar threshold, your tax due can be significant, so early planning is even more beneficial. Determining assets and...
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