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Taxes and Estate Planning

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July 2, 2025

Beneficiary Designations for Traditional IRAs and Retirement Plans

July 2, 2025

Distributions from Traditional IRAs: Prior to Age 59 1/2

July 2, 2025

Deductions: Medical and Dental Expenses

July 2, 2025

Exclusion of Capital Gain on the Sale of Your Home

July 2, 2025

Filing Status Considerations: Divorce

July 2, 2025

Irrevocable Life Insurance Trust

July 2, 2025

Trusts for Families

July 2, 2025

Life Insurance Trust: Revocable

July 2, 2025

Use of Trusts and Creditor Implications

July 2, 2025

Dynasty Trust

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