Charitable Givingby Concenture Wealth Management

How Do Beneficiaries Work in 2025?

Selecting a beneficiary is a crucial part of estate planning. Whether it’s a retirement account, life insurance policy, or brokerage account, naming a beneficiary ensures your assets are distributed according to your wishes. However, many people either forget this...

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Guide to Reduce Your Tax Bill Part 1

As the year comes to a close, now is the time to take proactive steps to minimize your tax liability. By making strategic decisions and leveraging available opportunities, you can reduce your tax burden while maximizing savings. Whether it’s adjusting your...

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