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Newsletter

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Kelli Bass | Jun 1, 2022

Effective Estate Planning Beyond Tax Planning

We’ve started up our newsletter again!  We hope you are doing well!  

In the current estate tax environment, less than two-tenths of one percent of Americans

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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