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Quotable

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A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty. – Winston Churchill
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Step-up in basis at death might go away

Dear Clients and Friends, In late March, a coalition of Senate Democrats introduced the Sensible Taxation and Equity Promotion (STEP)...

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Dear Clients and Friends, If you are in a committed relationship but are not married to your partner, estate planning is essential....

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