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Tax-Savvy Retirement Strategies for the Business Owner

Tax-Savvy Retirement Strategies for the Business Owner

November 16, 2016 Wescott Blog

Retirement planning presents unique opportunities and challenges for owners of closely held businesses who have accumulated significant wealth. Developing a retirement strategy that aligns with your goals as a business owner as early as possible is a crucial step toward ensuring a successful transition to working less and maintaining your desire

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Reducing Your Tax Burden in Retirement

Reducing Your Tax Burden in Retirement

November 1, 2016 Wescott Blog

In the years leading up to retirement, too many people overlook opportunities to reduce their tax liability. Whether you are working into your 70s or retiring in your 50s, simple strategies executed at the right time can cushion your retirement funds and ensure you have the flexibility to maintain your lifestyle through your retired years.

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Getting Schooled on the 529

Getting Schooled on the 529

June 21, 2016 Wescott Blog

When parents welcome a new child into their family, they’re hit with many numbers—date and time of birth, length and weight of the baby. But in the early years, many families neglect to consider three very important numbers that will affect their estate and their child’s future: 529.

While 529 plans have been avail

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Navigating the Probate Process (Part 2 of 2)

Navigating the Probate Process (Part 2 of 2)

March 8, 2016 Wescott Blog

For the second part of our two-part blog on probate—the identification, gathering and distribution of a deceased person’s assets—we’ll examine what assets are subject to the process.

Generally, assets that will be included are those that were owned solely by the decedent at the time of his or her death, an

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