Have you prepared your family if something happens to you? Do you know the benefits of having a trust versus a will for tax purposes? Do you understand how much you can gift to your children each year without a tax burden appearing? Do you know who has to file an estate, gift or trust return and when this is appropriate? Have you received funds from a trust or estate, and do you know how much needs to be set aside for taxes? These are the questions that our CPA team can help you with today.
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