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Beacon Financial Strategies

Finance in a Flash: Estate Planning Series: Common Types of Trusts

On this episode of Finance In A Flash, we wrap up our series on Estate Planning by discussing common types of trusts. Chip and John briefly discuss several common types of trusts, their objectives, pros and cons, and tax and estate implications!

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Education, Podcast, Estate PlanningJohn MattoFebruary 6, 2023podcast, Estate Planning
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Understanding Risk—Capacity, Tolerance, Perception & Risk Required

Investments, Retirement Planning, Financial PlanningChip Hymiller, AIF®, CFP®February 8, 2023investing, investment management, investment planning, Personal Finance, Stock Market
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The Rules are Changing (Again!) for Required Minimum Distributions

Eldercare, Charitable Gifting, Financial Planning, Retiree, Retirement Planning, TaxErin Campbell, CPA/PFS, CFP®January 30, 2023retirement distributions, distribution planning, Retirement Planning, tax planning, Charitable Gifting, income tax, required minimum distributions, Qualified Charitable Distributions

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Beacon Financial Strategies
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