If part of your retirement plan involves leaving money for your family and supporting them financially after you pass away, then you want to make sure that you do it right. Complications with wills, trusts, and your [...]
The gift tax exemption is the key financial tool that can help you preserve your estate for generations to come. If you’re at risk of exceeding your state’s estate tax exemption limit, by gifting your estate—or portions [...]
It's not easy to think about what's next for all the assets and items that will outlive you. Perhaps you've been deferring the creation of a solid plan because the idea makes you uncomfortable. Or perhaps, because [...]
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through StayRetired Wealth Strategies. Stay Retired Wealth Strategies is a separate and unaffiliated entity from Simplicity Wealth.
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