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Do Not Fall Victim To These Tax Mistakes

We may pay taxes every year, but that does not mean it is a simple process. Did you know that making small errors while filing can add up to costly mistakes? This Wednesday, do not wait to learn more about common tax mistakes to avoid while filing this year.

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What to Do When Returning Home After a Hurricane

We help our clients plan forward everyday. From estate planning to business planning to making decisions surrounding long-term care, we are committed to you and our community. It doesn’t begin and end though with having the right documents in place.

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5 Ways the New Tax Bill Can Help You and Your Family

Earlier this year, the Tax Cuts and Jobs Act (TCJA) was signed into law and quickly began taking effect. As many of you may know, the new tax law brings significant changes to the future tax landscape, many of which differ for each of us. Learn more in our blog today!

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The Reasons Why a Durable Power of Attorney is Important

Do you know how to ensure there is someone who can make your decisions if you are incapacitated? A separate document, called a durable power of attorney, ensures that your affairs are handled by someone you trust in the event you become unable to handle them yourself. Learn more from us today!

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