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Daily Archives: October 4, 2024

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In the News: Estate and tax planning in a changing political landscape

Featured, In The NewsBy Editorial TeamOctober 4, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with there are many factors in the near future that could impact your financial picture. While we can’t predict new laws, now is the time to review your estate plans and consider gifting strategies.

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