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August 6, 2019

THE TOP 7 FEATURES OF THE SECURE ACT YOU NEED TO KNOW

The U.S. House of Represented passed the Setting Every Community Up for RetirementEnhancement Act of 2019 (SECURE ACT) on May 23, 2019. The SECURE ACT has strong bi-partisan support and is intended to help working Americans contribute more to retirement plans in two ways...

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August 6, 2019

4 Planning Opportunities if the SECURE ACT Passes

The U.S. House of Represented passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE ACT) on May 23, 2019. The SECURE ACT has strong bi-partisan support and is intended to help working Americans contribute more to retirement plans in two ways...

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August 6, 2019

1 Powerful Way to Maximize Corporate Accumulated Earnings

AC-Corporation that accumulates earnings-- instead of distributing them out as dividends to shareholders-- is subject to an excise tax on the retained earnings above $250,000, unless an exception applies. One such exception is when a corporation...

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August 6, 2019

Estate Planning Palm Beach | What You Shouldn’t Forget to Include in Your Estate Planning

A well planned out estate plan can help lessen your estate taxes, control who and how your assets are to be administered even when you’re gone, and help your loved ones continue to live life comfortably as if you’re with them. That’s why preparing an estate plan as early as now is so important...

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August 6, 2019

Income Replacement Palm Beach County | Why You Might Need to Replace Your Income

Just because you have a business or stable job now doesn’t mean you’re set in life forever. Life’s uncertainties can strike anytime, and the possibility of losing your income in just a single unfortunate event is probable. In difficult times, income replacement...

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August 26, 2019

Insurance Policy Review Palm Beach | Why You Need a Life Insurance Policy

Life insurance may be the best investment you can make. Regardless of how much you earn at present, there’s no sure way of telling what the future may hold. In a way, buying insurance is like buying a promise – one that will take care of your family financially in case something happens to you. It’s also...

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August 14, 2019

Sell Your Life Insurance Policy Palm Beach County | Why You Should Sell your Life Insurance Policy

Sometimes, in life, you may encounter unanticipated changes that can alter your priorities regarding life insurance.The policy that once made so much sense to you at the time of acquisition now no longer serves its purpose under new circumstances. So, instead of letting...

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June 21, 2019

Wealth Transfer Palm Beach Gardens | Ensuring Effective Wealth Transfer Through Proper Estate Planning

Proper estate planning is essential to secure your current and future financial assets, transfer wealth how you want, and remove any unnecessary taxes and expenses for your family and the generations to come. Doing this will guarantee a successful and effective wealth transfer Palm Beach Gardens. To guide you on how to make an effective wealth transfer, here are some things you can do:

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June 17, 2019

Estate Planning Palm Beach | Estate Planning Essentials You Should Know

If you want to ensure that those financially dependent on you won’t experience any unnecessary agony and difficulty once you’re gone, then estate planning Palm Beach is the solution to that. You don’t necessarily have to have an estate to do this. You can start with life insurance. To guide you on how to prepare so your loved ones are free of worry, here are some estate planning essentials:

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June 11, 2019

Wills and Estates Palm Beach County | Things to Consider when making an Estate Plan

Having an estate plan will help your loved ones get through one of the most difficult times in their lives. It will guide them on how to handle your wills and estates Palm Beach County and move forward in life with ease and comfort. If you want to free your loved ones from any hassle and worries once you’re gone, here are some things to consider when making an estate plan:

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