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Estate Planning: Consider the Tax Basis of Gifted or Inherited Property
By Mark FisselPosted on December 2nd, 2019
Tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the tax basis of […]
Learn MoreGray Divorce: Dividing Assets Can Impact Retirement
By Mark FisselPosted on November 29th, 2018
Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age […]
Learn MoreReviewing Your Estate Plan
By Mark FisselPosted on November 29th, 2018
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]
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