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Category - Estate and Trusts

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New Life Expectancy Tables for Calculating RMDs NEW! Saving for a Child's Future NEW! Mentoring the Next Generation to Take Over the Family Business Estate Planning After Remarriage Three Tax-Friendly Strategies for Charitable Giving Does Your Estate Plan Consider Income Taxes? An Executor's Tax Responsibilities Trusts: Another Corner of Your Estate Plan More Than Taxes Staying on Top of Digital Assets Take the Pulse of Your Estate Plan Gifts and Taxes: A Tutorial Trusts - Many Types, Many Options Life Insurance - Avoiding Taxes on the Proceeds Are Trusts Just for the Ultra Wealthy? A Roth IRA - Benefits for Your Beneficiaries

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917-373-2465

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