14 min read
Strategies for Saving: Year-End Tax Planning for Individuals
Year end is here, but there's still time for individual taxpayers to make moves to lower their 2025 tax bills. The One...
About Estate and Retirement Planning Services
Most people aim at nothing and hit it with tremendous accuracy! Think about that! Planning—or the absence of planning—can mean the difference between success or failure in meeting your goals.
Proper estate planning accomplishes two major objectives—it ensures that your wealth is distributed according to your wishes, and it can reduce the payment of federal and state estate taxes.
You look to professionals every day to help you plan vacations, weddings, stock portfolios and more. So why leave the fate of your future and that of your family and business to chance? SSB can help you with your tax, estate and strategic business planning. Give yourself and your family the gift of a well-planned estate. Plan for your peace of mind today.
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Transfer of accumulated wealth
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Business succession
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Trusts
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College savings
