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Leslie Daff, JD, MBA - Orange County Estate Planning Lawyer

Saturday, December 1, 2012

Closing Wealth Transfer Windows

Click on the link below to read our article in the December 2012 edition of the Journal of Financial Planning entitled The Closing Wealth Transfer Windows.  The article discusses one of the strategies outlined in our recently published book:
http://www.fpanet.org/journal/TheClosingWealthTransferWindows/


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