Estate Planning Blog Digest

Serving Dutchess, Westchester & Putnam Counties

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Pawling Financial Tax Planning

Secure Your Future: The Benefits of Early Estate and Tax Planning

Estate planning helps ensure that your assets will be managed and distributed according to your wishes.
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Access to Your Digital Assets When You Die

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Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.