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Monthly Archives: November 2017

Ten Year-End Tax Tips for 2017

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation,

What You Can Do with a Will

A will is often the cornerstone of an estate plan. Here are five things you can do with a will. Distribute property as you wish Wills enable you to leave your property at your death to a surviving spouse, a