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Wills & Estate Planning

Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction

May 28, 2010
You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone.  ...
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Converting a Regular IRA to a Roth IRA

February 1, 2010
Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows you ...
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