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Saturday February 16, 2019


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Irrevocable Life Insurance Trust (ILIT)

Personal Planner

Irrevocable Life Insurance Trust (ILIT)
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan:...
IRS Cautions - Avoid

Washington News

IRS Cautions - Avoid "Ghost" Tax Preparers
As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In...
How to Save Money on Your Medication

Savvy Living

How to Save Money on Your Medication
I take several medications for multiple health conditions and the prices keep going up, even with insurance. Can you recommend any tips that can help...