Monthly Archives: July 2020

Don’t Let the Tax Tail Wag the Family Dog

Estate planners as a whole are trained to and skilled at balancing a plethora of variables in a family’s circumstances deploying legal principals, rules, regulations, and statutes. It’s a very tricky job, I can tell you. For every action, there are are a set of effects to deal with as a consequence of that action. Our […]

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