General Interest

What You Need to Know About the Final Estate Tax Portability Rules

By |2020-05-28T14:34:36-06:00August 15th, 2015|General Interest|

Recently the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. [...]

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Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse

By |2020-05-28T14:34:37-06:00August 14th, 2015|General Interest|

With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for [...]

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