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TEN BASIC QUESTIONS OF ESTATE PLANNING

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  • September 2021

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Your friends and family are going to give gifts anyway—why not give the gift of education?

Your friends and family are going to give gifts anyway—why not give the gift of education?

If the thought of paying for college keeps you up at night, you are not alone. Between 2005 and 2016, the cost of an undergraduate...
When Money Goes From House to House

When Money Goes From House to House

Avoid a capital-gains tax hit when you put the proceeds of one home towards another. Once you start buying and selling property, you...

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    Wealth Effects LLC ("Wealth Effects") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts. Wealth Effects provides investment advisory and related services for clients nationally. Wealth Effects will maintain all applicable registration and licenses as required by the various states in which Wealth Effects conducts business, as applicable. Wealth Effects renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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