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Planned Giving

Tuesday October 3, 2023

News

Separate & Joint Property
Personal Planner
"My brother Pete and I own a ranch together," said Joe to his advisor. "We...
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IRS Chatbots Help 13 Million Taxpayers
Washington News
In IR-2023-178 the Internal Revenue Service (IRS) announced the use of...
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Does Medicare Cover Getting a Second Medical Opinion?
Savvy Living
The doctor I currently see thinks I need a knee replacement, but I would...
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