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Via email, you will receive all of the following documents:
Perspectives in Estate Planning Today
The Planning World has Changed
Income Tax Planning has Supplanted Gift Estate Tax Planning
2014 Tax Planning Opportunities
New Financial and Estate Planning Focus Worksheet
The Math of Portability & Beyond DSUE
Hit and Run: Net Gifts, SCINs, Sales to Grantor Trusts and Domestic Asset Protection Trusts
On the Horizon of Estate and Financial Planning
ATRA – The Assaults on Trusts and Ways to Help Protect Families
ATRA – Induced Planning Opportunities
The Future in Income, Business and Wealth Planning – Flexibility
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