Estate Planning

Follow our estate planning strategies to secure your family’s future

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Who Gets What?

In this article, written for and reprinted with permission by, Jim Lange writes about who will get what in regards to heirs, and charities.
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Lange’s Cascading Beneficiary Plan

Optimizing IRAs and Retirement Plan Distributions

Using Trusts to Protect Your Family 

Income Taxes are Now More Important in Estate Planning than Estate Taxes for Most Families