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The Fine Print of Cashing Out: Life Insurance Planning Considerations for Business Owners

Author / November 7, 2024
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How to Incorporate Charitable Giving Strategies Into an Estate Plan

Author / October 25, 2024
Our Perspective
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Estate Planning Strategies to Maximize Your Wealth; Act Before the Tax Exemption Deadline

Author / October 23, 2024
Our Perspective
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Family Limited Partnership and the Marital Deduction Mismatch

Co-Author / November 2012
Journal of Financial Service Professionals, Vol. 66, Issue 6