Friday July 21, 2017

News

Our
News
Our hope is to serve you with helpful estate planning information because a thoughtfully planned gift brings the greatest benefit to those you care for so deeply.
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IRS Launches
Washington
News
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are...
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The Hidden Dangers of Heartburn
Savvy
Living
Is regular heartburn or indigestion anything to worry about? My 60-year-old husband eats a lot of Tums or Rolaids...
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Integrity and Initiative
Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making...
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