What you should know about the Estate Tax?

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The federal estate tax is a tax on property (cash, real estate, stock, or other assets) transferred from deceased persons to their heirs.  Only the wealthiest estates pay the tax because it is levied only on the portion of an estate’s value that exceeds a specified exemption level — $5.49 million per person (effectively $10.98 […]
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Are you a Fiduciary?

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Under the U.S. legal system, a fiduciary duty is the legal term describing the relationship between two parties that obligates one to act solely in the interest of the other. The party designated as the fiduciary owes the legal duty to a principal, and strict care is taken to ensure no conflict of interest arises between the […]
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