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Most US Workers Say They Will File for Social Security Early

To secure the maximum amount in monthly Social Security retirement benefits, Americans must wait until full retirement age to start receiving their payouts. Results from a 2023 survey show that most of today's workers know about this stipulation - and yet the vast majority say they’re willing to file for their Social Security benefits early anyway.

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Intentionally Defective Grantor Trusts

An estate plan's goal is to find strategies that combine asset preservation, tax advantages, and flexibility. One such strategy is to create an intentionally defective grantor trust (IDGT). Despite its seemingly contradictory name, an IDGT can be a valuable tool…

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Gun Trusts: The Basics

Legally, firearm trusts allow individuals to own firearms in a unique way that allows them to share access to firearms with others. This approach is beneficial for those who own restricted firearms or firearms regulated by the National Firearms Act…

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A Basic Guide to Estate Taxes

An estate tax is imposed in the US on the transfer of assets from a deceased person's estate to heirs or beneficiaries. An estate tax is not the same as an inheritance tax. It’s a tax on the total value…

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