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Don't Feed The Bear: Our Blog

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Gifting and State Estate Tax Limits

The discussion around whether someone is subject to estate tax should not be limited to just federal limits. There can be some cases where states have their own limits, and you should spend some time understanding what these are if you (or you loved ones) are subject to them.

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Are We On the Same Team?

Most couples have a basic understanding through observation and some light discussion regarding the financial behaviors and tendencies of their significant other, but there are some that confess to me that they are not quite sure that they have the same goals in mind.

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