Category Archives for "Estate Planning"

Dec 05

4 Year-End Tax-Saving Strategies For 2022

By Donald J. Gary Jr.

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings strategies. By taking action now, you can significantly reduce your tax bill due in April, but with just a few weeks left in 2022, you better act fast.While there are […]

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Oct 24

Trusts & Taxes: What You Need To Know

By Donald J. Gary Jr.

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarification about trusts, […]

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