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This page is a archive of recent entries in the Articles-Wealth Strategies Journal category.

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Recently in Articles-Wealth Strategies Journal Category

The Wealth Strategies Journal has published a new article entitled "Business Succession Planning With the Four Levels of Ownership and Control" by Gregory Monday of Foley & Lardner LLP....

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The Wealth Strategies Journal has posted a new article entitled Part IV: An Introduction to Lesser Known But Useful Trusts by Wendy Goffe of Graham & Dunn. This is the fourth in a six-part series by Ms. Goffe.Part IV includes...

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The Wealth Strategies Journal has posted a new article entitled Part III: An Introduction to Lesser Known But Useful Trusts by Wendy Goffe of Graham & Dunn. This is the third in a six-part series by Ms. Goffe.Part III includes...

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The Wealth Strategies Journal has posted a new article titled Second Circuit Reins in Section 2036 Mother Continuing to Share Property with Son Does Not Constitute "Enjoyment and Possession" by Espen Robak, CFA of Pluris Valuation Advisors.This is the latest...

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The Wealth Strategies Journal has posted a new article entitled Part II: An Introduction to Lesser Known But Useful Trusts by Wendy Goffe of Graham & Dunn. This is the second in a six-part series by Ms. Goffe.Part II includes...

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The Wealth Strategies Journal has posted a new article entitled Part I: An Introduction to Lesser Known But Useful Trusts by Wendy Goffe of Graham & Dunn. This is the first in a six-part series by Ms. Goffe.Part I includes...

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Succession Planning With a Bite

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The Wealth Strategies Journal has posted a new article entitled "Succession Planning With a Bite," by Gary M. Giallonardo, President and Founder of Industrial Visions Company.Please find the article here....

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The Wealth Strategies Journal has published a new article entitled "Another 'Bad Facts' Victory For The IRS In Estate of Erickson" by Espen Robak.You may access the article by clicking here....

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Estate Analyst: A Billionaire's Free Pass

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The Wealth Strategies Journal has posted a new article entitled "A Billionaire's Free Pass" by Bob Moshman.You may find the article by clicking here....

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The Power of Attorney in 2010

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The Wealth Strategies has published a new article titled "The Power of Attorney in 2010" by Russell Haddleton.  Please continue reading this article at this link....

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Gun Trusts in Estate Planning

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The Wealth Strategies Journal has published a new article entitled "Gun Trusts in Estate Planning" by Wendy S. Goffe.  Please continue reading this article by clicking here....

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Avoiding Estate Planning Malpractice

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The Wealth Strategies Journal has just published a new article titled "Avoiding Estate Planning Malpractice" by Robert Moshman....

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The Wealth Strategies Journal has just published a new article titled "Advice for Americans With Undisclosed Accounts at UBS and Other Foreign Banks as IRS Lifts Cloak of Swiss Bank Secrecy" by Terry Segal and Michael Mustokoff, both of Duane...

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Price Waterhouse Coopers has concluded in the latest volume of Personal Finance Perspectives that in order to pay for the healthcare initiatives included in the new health care laws, there will be significant increases to the tax burden of high-net-worth...

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Far-Reaching IRS Victory in Ludwick

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The Wealth Strategies Journal has just posted a new article, "Far-Reaching IRS Victory in Ludwick," by Ori Bash, ASA of Pluris Valuation Advisors LLC on the impact of the recent Ludwick decision favoring the IRS.Continue reading at Far-Reaching IRS Victory...

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