News and Events

12/22/2015

Holiday Greetings and some helpful 2015 year end reminders

This holiday season, we wanted to take a moment to thank all of our clients and friends for expressing confidence in us and our work this past year.   In return, we want to pass along holiday cheer in the form of some helpful year end reminders.  Please click on the attached .pdf to learn more about college records, digital assets, trust distributions and income tax and the Illinois estate tax impact on estate plans.

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