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On Watch – March 2014

In this issue:

  • “529 Plans: Optimal for Many, but Is It Right for You?” by Andrew B. Smith, JD
  • “Contributing Instead of Selling Property” by Lissa Gangjee, JD, CFP®
  • “Family Wealth Transition Plan” by Ross. W. Nager, CPA

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POSTED IN: Estate Planning, On Watch, Planning

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