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Time may be running out to take advantage of favorable tax rates. In 2013, income , gift , and estate tax rates are scheduled to increase under current law. Here are some tax planning opportunities you may want to consider
Simple or complex, large or small, any trust is a trustee’s fiduciary responsibility. Choosing a trustee who will prudently care for your financial assets is a decision that must be made carefully. A trustee, like every fiduciary (someone in a
72 South Main Street, Canandaigua NY 14424800.724.2621 | 585.394.4260