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Create a checklist for when a family member passes away,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Certain trusts may help lift the weight of a state tax burden,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Strategies to preserve step-up in cost basis under new tax landscape,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Same-sex couples face challenges in financial planning,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Is the stretch IRA doomed?,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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More colleges offer tuition deals for out-of-state students,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Preserving open space may deliver a tax break,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Four reasons to convert a custodial account to a 529 plan,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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When a defective trust may be effective,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Will Social Security be solvent when it is time to collect?,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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