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HomeFinancial Planning

Tag: Financial Planning

The Simple Filing Error That Could Leave Your Family a Multi-Million Dollar Tax Bill

Here’s a nightmare scenario that haunts estate attorneys: A little piece of paperwork that gets skipped because it doesn’t seem like a big deal at the time could cost your family millions in taxes. We’re discussing actual money, not some theoretical figure in a textbook. It is also way more common than you would think. Let me tell […]

November 7, 2025November 7, 2025
By Edwin Schneider
the estate tax mistake that can cost families millions
Economy
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