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Documents Needed for Estate Planning

Estate planning can be a difficult subject, but a solid estate plan ensures that all of your desires are conveyed to your loved ones after you’re gone. Here are a few basic documents you should consider including in your estate plan, detailed in our latest Baker Holtz blog post!

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Should You Be Tapping Into Your Retirement?

Often when you are in dire need for money, you may consider tapping into your retirement accounts for some extra cash. However, there are many important factors to consider when deciding to take an early withdrawal! Learn more on our latest “Tax Tip of the Week”!