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Featured News

Personal Planner

'Give It Twice' Trust A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away. Part of the estate is transferred outright to children. The balance is...

Washington News

White House Tax Proposals In the State of the Union Address on January 20, President Obama outlined several White House proposed tax reforms for 2015. The general plan includes several tax increases on upper-income persons and financial...
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