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Cleaning up your finances can simplify estate administration

Former president Dwight D. Eisenhower once said, “Plans are nothing; planning is everything.” Financial planning can be a crucial component to alleviating stress on your loved ones upon your passing or incapacity. One of the biggest stressors when administering an estate is finances.

A new tax law, a new estate plan

The Tax Cuts and Jobs Act of 2017 changes nearly every aspect of estate plans and wills. There are many new opportunities to pass on your business, property, and other assets to be sure that it stays in the family.

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