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Page 3
LISI 60-Second Planner: Key Elements of the President’s 2014 Budget Proposal
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AICPA Podcast: “President Obama’s 2014 Budget Proposal
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Portability vs. “B” Funding Comparison Chart
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Summary of Alternate Ways to Protect a House (2013)
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2nd Annual Dynasty Trust Jurisdiction State Rankings Chart
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1st Annual Trust Decanting State Rankings Chart
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33 Key Things to Know About Form 8939
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From the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview
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The Top 10 Biggest Mistakes Estate Planning Attorneys Make—Running Their Business!
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4th Annual Domestic Asset Protection Trust State Rankings Chart
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Home
Education
Upcoming Teleconferences
On-Demand Programs
Practice-Building Series
Seminar Marketing Series
About the Speakers
Industry Events
Books
For Attorneys
Legal & Technical
Practice-Building
Marketing
The Ultimate Level
Coaching & Consulting
Referral Relationships
Books
Free Resources
For CPAs
Education
Tax Planning 101
Charts for Clients
Calculators & Software
Coaching & Consulting
Books
Free Resources
For Financial Advisors
Education
Charts for Clients
Working with Estate Planning Attorneys
Sell More Life Insurance
Coaching & Consulting
Free Resources
FREE CONSULTATION