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I inherited lots of money: What should I do?

My long-lost uncle recently passed away and I inherited a lot of money.  Not really, but wouldn’t that be exciting?  I of course said long-lost because if it was someone you were close to this news...

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Time Is Running Out: Make Those Large Tax-Free Gifts Today!

You are quickly running out of time to take advantage of what is likely to be a once in a lifetime opportunity to make very sizable gifts free of any gift tax consequences – a very powerful estate...

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A Guide To Gifts & Taxes

Leaving a financial legacy is a wonderful achievement. However, there’s something to be said for sharing the wealth when you can experience the joy of giving. If you’re worried about taxes taking a...

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