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Tax Minute 3-11-11

Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes … Judge Learned Hand, in the case of Helvering v. Gregory (1934)

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The 12 Biggest Misconceptions of Estate Planning Clients

We’ve all heard the line attributed to Benjamin Franklin: “In this world, nothing is certain but death and taxes.” How true. And that is the concern of estate planning—death and taxes. Throw in planning for disability, and you’ve got the waterfront covered.


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Pursuit of a Financial Advisor (download)

Download the field guide – Here.

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