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Consider Early QCDs from IRAs in the New Year

Jan 28, 2025

The argument for making a Qualified Charitable Distribution from your IRA early in the year.

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New Year Checklist

Feb 13, 2024

It’s not too late to consider this comprehensive checklist for estate planning in the “new year.”

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Resolutions Not to Overlook

Jan 10, 2023

You might want to update your list of New Year resolutions.

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The Early Bird…

Jan 18, 2022

Don’t wait – get those annual exclusion gifts made in January this year.

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Commit to Reviewing your Estate Plan

Jan 11, 2022

This article provides a good reminder as we begin the new year that estate plans need periodic review and updating. What is your new year’s resolution?

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Commit and Resolve to Plan Ahead

Feb 18, 2020

Make it your commitment to tend to your estate planning by consulting this thought-provoking checklist by attorney, Martin Shenkman.

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