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The Family Foundation

A private foundation is a unique way to satisfy your philanthropic goals. Although often thought of as a financial or estate planning tool for the very wealthy, a foundation (either in the form of a corporation or a trust) should be considered by anyone making a sizable gift to a charitable or not-for-profit organization. The […]

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Video: Estate Planning after the 2013 Tax Relief Act – What to do Now

  Speaker: Martin M. Shenkman, CPA, MBA, PFS, JD, AEP This information is brought to you by The NAEPC Foundation and *** http://www.laweasy.com/v/20130313150510/estate-planning-after-the-2013-tax-relief-act—what-to-do-now

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Make an IRA a Lasting Legacy

If you own a traditional IRA, it may be one of your more important estate assets. Your IRA will pass to whomever you have named as its beneficiary. When it’s a substantial sum, there is the opportunity for continued tax deferral, as well as a source of income for many years and, perhaps, for more […]

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