Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.