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Month: January 2015

January 23, 2015

State of the Union or Tax demagoguery?

In his State of the Union address, President Barack Obama called for raising the top capital-gains tax rate. He is also proposing to impose this…

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January 16, 2015

WSJ Article addresses trend away from institutional trustees

In a recent WSJ Wealth Advisor article, Anna Prior addresses the trend away from institutional and professional trustees for many trust settlors/creators.  In…

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