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Who needs insurance? For many clients, it’s a subject too easily deferred or ignored. By understanding the emotional barriers, advisors can help clients make the rational decisions.
A net price calculator allows clients to look beyond sticker prices to focus on the only price that matters to a mom and dad: the price they’ll pay for their child to attend college.
In a recent private letter ruling, the IRS addressed whether the judicial reformation of a net income makeup charitable remainder unitrust was in conformance with final Treasury regulations published after the creation of the trust