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Personal Planner

Living Trust - Life and Death Decisions In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of property during life, and others will determine how your...

Washington News

IRA Rollover and Tax Extenders Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill in the week of December 8, the Senate did not take...
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