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Estate Planning After the New Tax Changes - 2018
With the New Year comes new resolutions, new perspectives, and of particular importance for the field of estate planning, a new tax...
Roch Clapp
Aug 16, 2018
4 min read
Estate and Wealth Planning for Women
For most women, many cannot remember the last time they have thought about their estate plan. Women typically take a back-seat when it...
Roch Clapp
May 7, 2018
4 min read
Tips on a Successful Business Transition
According to the U.S. Small Business Administration (SBA), 28 million small businesses in America account for 54% of all U.S. sales. The...
Roch Clapp
Apr 3, 2017
3 min read
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