Keeping Uncle Sam From Your Estate

Wednesday, January 7, 2015 | Leave a comment

In an earlier blog http://johncasasanta.com/2014/12/estate-documents-aware-consequences/  we outlined some of the essential estate documents that are recommended while developing an estate plan.  As outlined each document is important and when they are put together as a package you can have peace of mind. Working with clients, I often hear comments like we don’t want our assets goingContinue Reading…

Estimated reading time: 13 minute(s)

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