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February 19, 2018
Income and Tax Planning Using Charitable Trust
Improve your Income and Tax Planning with Charitable Trusts CHARITABLE RETIREMENT ARRANGEMENT (“CRA”) As a practicing estate planning attorney for over 33 years, I have noticed a
[…]
August 15, 2017
Every Trust Needs Review
Have you had your Trust reviewed? By Matthew S. Dana, Attorney, CPA, LLM, ChFC and CLU It is true that the estate tax only impacted 1%
[…]