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Is succession a part of your strategic business plan? It should be.
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?
Depending on the mom, the right Mother’s Day gift can run the gamut from flowers to flatscreens, but this year why not try something a little different: the gift of financial confidence. Whether making a household budget or planning for retirement, there’s probably a mom in your life who can use one of these gift ideas: