Special Counsel Debra Smietanski contributed an article to Financial Advisor, “Estate and Gift Tax Saving Opportunities: Part Two,” on January 26, 2016. The article discussed various estate-planning opportunities available to financial advisors and clients, including life insurance and charitable gifts.
This article is part of a series, to view the first article click here.
This article is part of a series, to view the first article click here.
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