2011 Mid-Year Tax Planning
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Using Life Insurance in Charitable Planning Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University.
National Legislative Issues
The new estate tax rules and your estate plan
SECTION III. “ Funding Your Buy-Sell Agreements and Key Man Coverages” Presented by Cohen Partners LLC: Mark Isack, CFP®, ChFC.
Introduction to Estate Planning, and New 2010 Estate Tax Law Presented by: Nicholas M. Fobe, Esq. VERSTEGEN & FOBE Trust and Estate Attorneys 2011 Pennsylvania.
Estate Planning Basics An Overview of the Estate Planning Process PLC.1991 (11.09)
