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Guide to Wills We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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Professional Advisors We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.
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Personal Planner - Bypass the Estate Tax
Bypass the Estate Tax
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is reasonable certainty. Estate...
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Washington News - Highway Trust Fund Bill Slowly Rolling Forward
Highway Trust Fund Bill Slowly Rolling Forward
On May 31 the current bill to provide funding for the Highway Trust Fund will expire. If Congress does not act, hundreds of summer highway construction projects will be...
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