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Tips From the Pros: Estate Planning for Middle Rich Clients

Published: November 29, 2023

Stick to the basics.

Source: wealthmanagement.com

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United StatesNew YorkUncle SamEstates PremiumEstates Digital Edition

On the Cover December 2023

Published: November 29, 2023

Legal Editor Dawn S. Markowitz discusses this month's cover art.

Source: wealthmanagement.com

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New MexicoUnited StatesNew MexicanJohn Nieto Rancho De Taos ChurchEstates PremiumEstates Digital EditionRancho De Taos ChurchContemporary Native American ArtMethodist MinisterAmerican IndianFrench FauvistNorth AmericaMortem Will Validation

Seven Reasons to Start Planning Before Exemption Change

Published: November 29, 2023

Use it or lose it.

Source: wealthmanagement.com

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Estates PremiumEstates Digital Edition

Tax-Wise Charitable Remainder Trust Planning

Published: November 29, 2023

Getting it right; fixing up the other guy’s mistakes.

Source: wealthmanagement.com

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Groucho MarxEstates PremiumEstates Digital EditionDuck Soup

Tax Law Update December 2023

Published: November 29, 2023

The biggest tax-related developments of the past month.

Source: wealthmanagement.com

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United StatesJames PaulsonAlan PaulsonJohn MichaelRevenue ServiceTax CourtUs Supreme CourtUs CourtGulfstream AerospaceEstates PremiumEstates Digital EditionInternal Revenue ServiceNinth CircuitInternal Revenue