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Personal Planner

Do You Have a Difficult Family? A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate court. Not surprisingly, the individuals who filed the...

Washington News

IRS Consumer Alert After Orlando Tragedy After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When there is a serious national event, good-hearted Americans respond with generous gifts to help...
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