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Estate & Tax Planning

Being relevant during & after your life

Being relevant during & after your life

We understand tax impacts every facet of your financial life.

We hard-code investments strategies and tax considerations after identifying and prioritizing how you want to leave your during & after life legacy plan.

White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Find Your Independence

At Platform Wealth, we integrate each decision to move you closer to your intentions.

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