Dear Clients and Friends, On December 22, President Trump signed into law H.R. 1, the “Tax Cuts and Jobs Act,”…

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WILLS AND LIVING TRUSTS: ESTATE PLANNING IMPERATIVES Well-crafted, up-to-date estate planning documents are an imperative for everyone. They also can…

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UNDERSTANDING THE DIFFERENCES BETWEEN HEALTH CARE ACCOUNTS Health care costs continue to be in the news and on everyone’s mind….

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IRS PERMITS HIGH-EARNER ROTH IRA ROLLOVER OPPORTUNITY Are you a highly compensated employee (HCE) approaching retirement? If so, and you…

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