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Wednesday July 15, 2026

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Bypass the Estate Tax
Personal Planner
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes. Estate...
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Summer Launch for IRS Security Summit
Washington News
On July 7, 2026, the Internal Revenue Service (IRS) announced that it was joining with its Security Summit partners to present a five-week series related to identity theft threats. The title of the...
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Locating Assets After a Loved One Passes Away
Savvy Living
After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware existed. This situation made me wonder how often families uncover forgotten or...
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