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Blog Posts in September, 2021

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  • Prepare Your Family With a Thoughtful Letter
    Prepare Your Family With a Thoughtful Letter

    As part of your estate planning, it's a good idea to have a non-binding letter to your spouse, children and other heirs outlining where the important documents are kept and who to contact for help in ...

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  • 20 FAQs About RMDs
    20 FAQs About RMDs

    After a one-year hiatus due to the COVID-19 pandemic, owners of qualified retirement plans and IRAs must adhere to the rules for required minimum distributions (RMDs). The RMD rules are tricky and ...

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  • Consider a New Approach to Meeting Your Business Real Estate Needs
    Consider a New Approach to Meeting Your Business Real Estate Needs

    Where your business is located, and how you use the commercial space that you have, can mean the difference between thriving and just limping along — or worse. That fact was brought home for many ...

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  • Be Aware of the Stakeholders in Your Business ... Or You May Regret It
    Be Aware of the Stakeholders in Your Business ... Or You May Regret It

    In the good old days, business owners believed that as long as they served their customers effectively and made sure that their stock maintained or increased its value, all was taken care of. However, ...

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