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The Trap of “Piecemeal” Estate Planning: Why I Warn Against Beneficiary Designations
Read more: The Trap of “Piecemeal” Estate Planning: Why I Warn Against Beneficiary DesignationsIn the world of estate planning, I frequently see people looking for the “easy button.” The allure is understandable: everyone wants to avoid probate, save on legal fees, and keep things simple.…
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Essential Estate Planning for Foreign Nationals: Key Considerations
Read more: Essential Estate Planning for Foreign Nationals: Key ConsiderationsAt Copper State Planning, we help international families align their estate planning with Arizona statutes and federal rules. Our estate planning services page explains the fundamentals, while the main Copper State Planning website introduces our full…
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What Is The Difference Between Estate Tax and Inheritance Tax?
Read more: What Is The Difference Between Estate Tax and Inheritance Tax?When Arizonans set out to protect their legacies, the first hurdle is often understanding how the estate tax and inheritance tax work. These two “death taxes” are sometimes confused, yet they operate…
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Charitable Lead Trusts: A Strategic Way to Give and Preserve Wealth
Read more: Charitable Lead Trusts: A Strategic Way to Give and Preserve WealthA charitable lead trust (CLT) is one of the most powerful tools available for Arizona families who want to support charitable causes while minimizing taxes and preserving wealth for future generations. These…
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