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How to Avoid the New York State Estate Tax Cliff
Estate Tax Planning Michael Ruger 1/12/26 Estate Tax Planning Michael Ruger 1/12/26

How to Avoid the New York State Estate Tax Cliff

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Estate Tax Exemption Raised to $15 Million Under the Big Beautiful Tax Bill: What It Means for Your Estate Plan
Estate Tax Planning Michael Ruger 1/12/26 Estate Tax Planning Michael Ruger 1/12/26

Estate Tax Exemption Raised to $15 Million Under the Big Beautiful Tax Bill: What It Means for Your Estate Plan

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Can You Process A Qualified Charitable Distribution (QCD) From an Inherited IRA?
Charitable Giving Michael Ruger 1/12/26 Charitable Giving Michael Ruger 1/12/26

Can You Process A Qualified Charitable Distribution (QCD) From an Inherited IRA?

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What Is A Donor Advised Fund and How Do They Work for Charitable Contributions?
Charitable Giving Michael Ruger 1/12/26 Charitable Giving Michael Ruger 1/12/26

What Is A Donor Advised Fund and How Do They Work for Charitable Contributions?

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Spouse Inherited IRA Options
Surviving Spouse Planning Michael Ruger 1/12/26 Surviving Spouse Planning Michael Ruger 1/12/26

Spouse Inherited IRA Options

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Social Security: A Complete Guide to Benefits
Surviving Spouse Planning Michael Ruger 1/12/26 Surviving Spouse Planning Michael Ruger 1/12/26

Social Security: A Complete Guide to Benefits

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How Do Social Security Survivor Benefits Work?
Surviving Spouse Planning Michael Ruger 1/12/26 Surviving Spouse Planning Michael Ruger 1/12/26

How Do Social Security Survivor Benefits Work?

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A Financial Checklist for Surviving Spouses
Surviving Spouse Planning Michael Ruger 1/12/26 Surviving Spouse Planning Michael Ruger 1/12/26

A Financial Checklist for Surviving Spouses

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When You Make Cash Gifts To Your Children, Who Pays The Tax?
Gifting Strategies Michael Ruger 1/12/26 Gifting Strategies Michael Ruger 1/12/26

When You Make Cash Gifts To Your Children, Who Pays The Tax?

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Kiddie Tax & Other Pitfalls When Gifting Assets To Your Kids
Gifting Strategies Michael Ruger 1/12/26 Gifting Strategies Michael Ruger 1/12/26

Kiddie Tax & Other Pitfalls When Gifting Assets To Your Kids

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IRS Gifting Rules: Tuition vs. Student Loan Payments
Gifting Strategies Michael Ruger 1/12/26 Gifting Strategies Michael Ruger 1/12/26

IRS Gifting Rules: Tuition vs. Student Loan Payments

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Don’t Gift That Stock Yet – Why Inheriting Might Be Better
Gifting Strategies, Estate Tax Planning Michael Ruger 1/12/26 Gifting Strategies, Estate Tax Planning Michael Ruger 1/12/26

Don’t Gift That Stock Yet – Why Inheriting Might Be Better

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Don’t Gift Your House To Your Children
Irrevocable Trust, Gifting Strategies Michael Ruger 1/12/26 Irrevocable Trust, Gifting Strategies Michael Ruger 1/12/26

Don’t Gift Your House To Your Children

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How To Protect Assets From The Nursing Home
Protecting Assets from Long Term Care Events Michael Ruger 1/12/26 Protecting Assets from Long Term Care Events Michael Ruger 1/12/26

How To Protect Assets From The Nursing Home

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How To Protect A Roth IRA from the Medicaid Spenddown Process
Protecting Assets from Long Term Care Events Michael Ruger 1/12/26 Protecting Assets from Long Term Care Events Michael Ruger 1/12/26

How To Protect A Roth IRA from the Medicaid Spenddown Process

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What Happens If You Die Without a Will?
Avoiding Probate, establish a will Michael Ruger 1/12/26 Avoiding Probate, establish a will Michael Ruger 1/12/26

What Happens If You Die Without a Will?

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How Transfer on Death (TOD) Accounts Help You Avoid Probate
Avoiding Probate Michael Ruger 1/12/26 Avoiding Probate Michael Ruger 1/12/26

How Transfer on Death (TOD) Accounts Help You Avoid Probate

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How to Title Your House To Avoid Probate
Avoiding Probate Michael Ruger 1/12/26 Avoiding Probate Michael Ruger 1/12/26

How to Title Your House To Avoid Probate

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Planning for Healthcare Costs in Retirement: Why Medicare Isn’t Enough
Healthcare Proxy Michael Ruger 1/12/26 Healthcare Proxy Michael Ruger 1/12/26

Planning for Healthcare Costs in Retirement: Why Medicare Isn’t Enough

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A CFP® Explains: Wills, Health Proxy, Power of Attorney, & Trusts
Healthcare Proxy, Power of Attorney, Testamentary Trust, establish a will Michael Ruger 1/12/26 Healthcare Proxy, Power of Attorney, Testamentary Trust, establish a will Michael Ruger 1/12/26

A CFP® Explains: Wills, Health Proxy, Power of Attorney, & Trusts

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Investment advisory services are offered through Greenbush Financial Group, LLC (GFG).  GFG is an SEC Registered Investment Advisor.  The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation of any particular investment or investment strategy.  The information provided is not a substitute for or the same as a consultation with an investment adviser in a one-on-one context whereby all the facts of the reader’s situation can be considered in its entirety and the investment adviser can provide individualized investment advice or a customized financial plan.  Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status, and risk tolerance.  To determine which investments may be appropriate for you, consult your financial advisor prior to investing.  Past performance is not an indication of future results.  Investments involve risk and the possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not ensure against market risk.  All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and cannot be invested into directly. Greenbush Financial Group does not provide legal, tax, or accounting advice.  Please consult your own tax, legal, accountant, or investment professional for guidance.  Some of the information on our website is time sensitive information and is subject To Change. 

 

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