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Filing Final Tax Returns for the Deceased

A big thank you to Rita Gibson, Insurance & Investment Services (ritagibson.com) for the following excellent information: When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing…

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Reasons to Engage in Estate Planning

When it comes to establishing wills and estate plans, older Americans outpace their younger counterparts. Still, a significant number — 19 percent of those over age 72 and 42 percent of those between 53 and 71, according to survey data — lack…

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