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The Second Biggest Mistake In Estate Planning

February 24, 2015
Estate Planning

Recently, a client came to me with an unfortunate situation—his mother had died, leaving him her house. Although the house had been appraised at $350,000 when he inherited it, at sale two years later the house only brought $300,000. This was bad enough, but at least he got a $50,000 tax loss on the sale, […]

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