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Why is an Estate Plan So Important?

Recently, I met with a family – a bunch of brothers who have common businesses in real estate together. And they did not know what to do to prepare for the future. So, I sat down and we organized an estate plan. Now, the importance of an estate plan, along with a trust, is it gives you income tax protection up to $5.8 million per beneficiary. And this is really important, because if you have multiple beneficiaries it prevents them from being attacked by creditors. The bottom line is that you might not have a huge estate, but avoiding Uncle Sam’s taxes is important to everyone.

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What is the Sandwich Generation?

  The Sandwich Generation are parents that are stuck in the middle. You’re looking at people between 30 and 59. And they have children that