EstateLogic
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The future of the estate tax - should it stay or should it go?
about 24 hours ago
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The best money advice...in 10 words or less:
8:20 AM Dec 22nd
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Advisers, check us out in this month's AICPA Wealth Management Insider in "That Difficult Client Conversation":
7:55 AM Dec 21st
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View our recently published archive of insight and educational guidance:
3:07 PM Dec 14th
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Why it may pay to covert to a Roth IRA:
8:32 AM Dec 14th
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Advisors, are you overlooking these 6 estate planning basics?
1:57 PM Dec 9th
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What do you get when you cross a therapist with a financial planner? - Investment News: via @
9:01 AM Dec 9th
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Traditional IRA or Roth IRA for young investors?
8:55 AM Dec 9th
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RT @: RT @: RT @: RT @: Tax Tips for Children and Newborns
8:53 AM Dec 9th
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RT @: Headed to NYC. Spending Mon/Tue introducing Skip Rapp to select journalists. Mobile =marieswif
...
8:31 AM Dec 8th
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RT @: How Siblings Can Survive Their Parents' Aging
8:00 AM Dec 8th
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Estate planning myth: when my estate planning docs are signed, my estate planning efforts are complete. Reality:
12:14 PM Dec 7th
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Estate planning with Alzheimer's disease: start ASAP -
7:11 AM Dec 4th
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RT @: POLITICS: House Votes to Extend Tax on Wealthy Estates at Reduced Rate
11:47 AM Dec 3rd
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RT @: House cancels estate tax repeal, extends current tax rate. More @
11:39 AM Dec 3rd
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8 tips to avoid nasty estate surprises:
9:34 AM Dec 3rd
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Estate tax data: before it changed...
9:32 AM Dec 3rd
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Women drive charitable giving - great article:
1:43 PM Dec 2nd
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What gifts are not subject to the gift tax? Great article:
9:59 AM Dec 2nd
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Thanks to @, @, @, @, @, @, and @ for the RTs.
1:32 PM Dec 1st
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- Location Denver, Colorado
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- Bio Offering EstateLogic: Your estate plan isn't complete without it
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