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2024 IRS Guide for Estate Planning
Our legal team reviewed Revenue Procedure 2023-24 and pulled out only the numbers most relevant for wealth transfer planning into one chart, plus historical information and legal sourcing. Get your free copy
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Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings.
Jamie Hopkins
SVP OF PRIVATE WEALTH MANAGEMENT
CEO OF BRYN MAWR CAPITAL MANAGEMENT
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