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Home
My Journey
You Come First
Services
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
Investment Consulting
Fees
Resources
Financial Planning Blog
Contact
Client Login
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News
bpreston
2024-06-13T02:47:48+00:00
The Role of Spousal Lifetime Access Trusts (SLATs) in Today’s Estate Planning Environment
December 4, 2025
Financial Planning
6 min
Structuring Family Limited Partnerships (FLPs) for Gifting, Control, and Tax Benefits
December 2, 2025
Financial Planning
4 min
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Planning with Dynasty Trusts: Building Multigenerational Tax Shields
September 30, 2025
Financial Planning
6 min
Navigating the Net Investment Income Tax (NIIT) in a High-Yield Portfolio
September 30, 2025
Financial Planning
4 min
The Mechanics Of 199A Deductions for High-Income Business Owners
September 18, 2025
Financial Planning
4 min
Asset Location Optimization: Where to Hold Stocks, Bonds, Alternatives, and REITs
September 18, 2025
Financial Planning
5 min
Direct Indexing vs. ETFs for Tax Optimization: A Deep Dive
August 18, 2025
Financial Planning
5 min
The Intersection of Financial Planning and Tax Strategy: Why You Need Both
August 13, 2025
Financial Planning
6 min
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