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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.