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Jack: Wealth management lessons from March Madness

In the spirit of the “season,” the following are my “final four” to building a successful wealth management strategy:

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Jack: Donor-advised funds – smart choice for charitably minded taxpayers

Individuals and families looking to help charities should consider a donor-advised fund.

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Jack: Biden plan warrants watching by estate planners

In addition to raising the capital gains tax, President Biden’s ambitious $1.8 trillion American Families Plan could significantly increase estate taxes when

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