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Wrongfully Detained Americans Welcomed Back with IRS Penalties

The Estate Planner
 
Wealth Mgmt Estate Planner

AUGUST 14, 2024

Wrongfully Detained Americans Welcomed Back with IRS Penalties

The agency doesn’t have the authority to fully forgive fines and interest.

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Shannen Doherty’s Estate: When Timing is Everything

The finalization of the actress’ divorce gave her control over her estate plan.

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The Close Relationship Between Financial Planning and Estate Planning

Two peas in a pod that are becoming inextricably tied.

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How Will Your Clients’ Families Know What They Want?
If they suffer from a disability or illness, help them prepare a letter of guidance.
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Beyond the GST of It
A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips.
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