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  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Savings Accumulation

    Estimate the future value of your current savings.

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  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • History of the Federal Estate Tax

    Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

  • Paying Estate Taxes

    If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • United States Tax History

    American tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.

  • Wealth Replacement Trusts

    A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

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