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Back to the Future?

How Today's Economic Situation, New Retirement Account Rules, and Upcoming Estate Tax Changes, are Threatening the Wealth of America's Families, and What You Can Do to Prevent It.

Back to the Future: How Inflation, COVID, Supply Chain, and Other Economic Pressures Can Help with Your Estate Planning

By Legacy Counsellors P.C. | April 27, 2023

Back to the Future: How Inflation, COVID, Supply Chain, and Other Economic Pressures Can Help with Your Estate Planning We pay estate tax on the assets we own when we…

Back to the Future I: Webinar Recording (March 10, 2023)

By Legacy Counsellors P.C. | March 16, 2023

Back to the Future: Introduction Video

By Legacy Counsellors P.C. | March 16, 2023

 

Back to the Future: New SECURE Act Amendments and Regulations

By Legacy Counsellors P.C. | March 14, 2023

Back to the Future: New SECURE Act Amendments and Regulations Will Create Significant Impacts on Heirs, and Require Re-Thinking Old Planning Strategies. Recently adopted legislation and proposed (but likely to…

Back to the Future: Introduction Blog Post

By Legacy Counsellors P.C. | February 11, 2023

Are You Prepared for the Changes that are Quickly Approaching? A number of factors seem to be conspiring to change the current dynamics that American families face, and these factors…