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Financial Tools & Info

Please visit the collection of financial calculators and informative blog articles below. They will give you insightful information and help propel you towards your investment and retirement goals.

Should you need further assistance, please contact one of our team members. We would be happy to visit with you over the phone or in person.

Related Blog Articles

5 Reasons for a Trust

A trust plays a crucial role in thoughtful estate planning. You might think that the doubling of the amount exempt from federal estate and gift tax ($11.4 million per person in 2019) would reduce the need for estate planning, given that so few families...

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Gift Taxes Q&A

The gift tax is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return. The tax applies whether the donor intends the transfer to be a gift or not. The gift tax applies to the transfer by gift of any...

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