July 2013 Client Bulletin

The next Client Bulletin is now available. The articles cover topics that would most likely interest you. Some of the topics for this month include:

  • The Paradox of Long-Term Care Insurance
  • Trim Steep New Taxes With a Charitable Trust
  • Funding a Small Business Succession Plan
  • Tax Calendar

We hope you find this information to be a helpful resource. If you would like to discuss any of the articles in more detail, please contact our firm.