RESOURCES HUB newsletter October- December 2016
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  • Professional

October- December 2016

Was Your Estate Plan Trumped?

 

Checklist: Notre Dame

 

Recent Developments: Trust Modification

 

Planning Potpourri:

  • Broke Retirement
  • QTIP Election
  • Grantor Trusts
  • Social Security
  • Pulling Hair Out Over Heirs
  • Revise Wills/Revocable Trusts

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