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Wealth Planning and Trust

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Estate planning is just as, if not more, important for unmarried or childless individuals as it is for those who are married or have children. Wealth Planner Anne Warren explores various methods of estate planning for people who are unmarried or do ...

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BBH Wealth Planners Karin Prangley and Anne Warren discuss the recently proposed 2704 regulations by the IRS and U.S. Department of the Treasury, which, if finalized, may eliminate the valuation discounts applicable to family-controlled entities ...

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