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Our Blogs

July 1, 2024

What is the difference between a trust amendment and a restatement?

What is the difference between a trust amendment and a restatement? When it comes time...

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November 11, 2022

How High Net Worth Clients Can Avoid Estate Tax: the Qualified Personal Residence Trust

Right now, the estate tax limit is at a historical high, at $12M for those...

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