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January 14th, 2022 |

Now is the best time for gifting

Summary

With historically low interest rates, tax changes on the way, and a temporary increase in the estate and gift tax threshold, 2021 is…

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January 11th, 2022 |

New communication information

We have been working diligently with our partners at Mercer Advisors to merge our office systems. Much of this work has been performed…

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