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Estate Planning and Taxes
While gifting strategies have long been used to reduce the tax liability of estates, this might be the time to revisit them.
A Handy Estate Planning Checklist
As you travel on the journey of life, you may build up an estate that one day your loved ones will inherit. These details are all handled in your estate plan.
Build a Long-Term Foundation
Retirement seems like a long way away, but every bit of preparation now can help. As you work through your 40s, there are a few steps you can take to help build a strong long-term foundation.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.