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Consider leveraging the all-time high federal gift and generation skipping transfer tax exemptions to transfer assets and wealth to future generations, reduce your taxable estate, and create significant tax savings before the opportunity goes away.
Patrick's licensure in Florida not only expands our geographical reach, but also enhances Donatelli & Coules, Ltd.’s ability to further serve our clients.
Estate planning might not be the most exciting topic to discuss while eating turkey and pumpkin pie this Thanksgiving, but it's like the secret ingredient that ensures a legacy of love and security for your family.
If you're a small business owner, you put everything you have into building your company, overcoming challenges, and creating a lasting legacy. Amidst all the activity of your daily operations, it's easy to overlook crucial aspects that could
Whether you are reviewing your existing revocable living trust or creating a new one, it is important to understand the role your successor trustee plays in, not only handling trust matters, but also providing for and protecting your loved
Strengthening family bonds is at the heart of this endeavor. Through open conversations and shared experiences, we lay the foundation for strong relationships that can weather any storm. It's about fostering focus, determination, and unity.