Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

 

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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

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Estate Management Checklist

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