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info812911
Dec 6, 20241 min read
Corporate Transparency Act (CTA) Reporting Due Date
The Corporate Transparency Act (CTA) is a crucial regulation that all applicable businesses need to be aware of. The deadline for...
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info812911
Oct 4, 20242 min read
Understanding Estate Taxes: What You Need to Know
Estate taxes are a complex subject, but understanding them is crucial for efficient financial planning. Here are some key aspects to...
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info812911
Sep 6, 20243 min read
Essential Small Business Compliance Checklist
Running a small business involves juggling many responsibilities. Among them, one of the most important is ensuring that your business...
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info812911
Aug 9, 20242 min read
Domestic Asset Protection Trusts
Domestic Asset Protection Trusts (DAPTs) are a trending topic in financial planning. A DAPT is an irrevocable, self-settled trust that...
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info812911
Jul 12, 20242 min read
Medicaid Planning Considerations
Medicaid planning is a complex process, and there are several key points to understand when preparing your assets. Medicaid Asset...
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info812911
Jun 14, 20242 min read
How to Select a Successor Trustee
A successor trustee plays a crucial role in the management of your trust after your death or incapacitation. Here are four key points to...
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info812911
May 17, 20242 min read
A Stress Free Vacation Starts with Good Planning
Going on vacation is a fun and exciting time, but it's also a moment when you should consider the practicality and security of your...
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info812911
Apr 19, 20242 min read
Understanding Land Trusts in Oklahoma
What is a Land Trust? Oklahoma law specifically allows trusts to own real estate. At its core, a land trust is a legal agreement where a...
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info812911
Mar 24, 20243 min read
Top 5 Questions to Ask Before Hiring Your Estate Planning Attorney
Hiring a lawyer to help you create an estate plan can be one of the most empowering choice you ever make for yourself and your loved...
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