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Gift Giving the Tax-Free Way
Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many opportunities to give gifts to...

Pamela L. Grutman
Dec 9, 20193 min read
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Which life events require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon...

Pamela L. Grutman
Dec 2, 20193 min read
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