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The latest edition of On Watch is now available for download. This issue features articles about the 4% rule, perpetual trusts, legal documents for young adults and the new Corporate Transparency Act and how that affects family-owned entities. Contributors to this issue are David L. Zahn, CPA, CFP, Julie A. McCaughey, JD, Ross W. Nager, MPA, CPA, and Michael J. Hoffman, Sr., JD.

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Sentinel Trust On Watch May 2024

Download the latest edition here.

POSTED IN: Estate Planning, News, On Watch, Planning

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